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Clifford Marshall Athey

MARATHON CAPITAL MANAGEMENT LLC·HUNT VALLEY, Maryland
SIE, Series 7, Series 65, Series 66Clean record25 years registeredMARATHON CAPITAL MANAGEMENT LLC
4 NORTH PARK DRIVE, HUNT VALLEY, MD 21030-1806CRD# 4252779Firm CRD# 119416

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clifford Marshall Athey · HUNT VALLEY, MD
Registration
CRD #4252779 · MARATHON CAPITAL MANAGEMENT LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

MARATHON CAPITAL MANAGEMENT
Feb 2016 – present
LEGG MASON WOOD WALKER INC
Apr 2001 – Jul 2003
BALTIMORE, MD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 65
Series 66
Registration record
First registered · April 16, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MARATHON CAPITAL MANAGEMENT LLC
CRD 119416 · SEC 801-62793
AUM
$677M
Regulatory assets under management
Employees
8
713 client accounts
Services offered by MARATHON CAPITAL MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MARATHON CAPITAL MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Clifford Marshall Athey offer?
Clifford Marshall Athey specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HUNT VALLEY, Maryland for a consultation.
What are Clifford Marshall Athey's credentials?
Clifford Marshall Athey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clifford Marshall Athey located?
Clifford Marshall Athey is based in HUNT VALLEY, Maryland, working with MARATHON CAPITAL MANAGEMENT LLC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.
How does Clifford Marshall Athey charge for services?
Clifford Marshall Athey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARATHON CAPITAL MANAGEMENT LLC?
MARATHON CAPITAL MANAGEMENT LLC has approximately 8 employees and manages $677M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Edward George Hart
HUNT VALLEY, MD

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