Unclaimed Profile

William Jay Marshall

NISA INVESTMENT ADVISORS, LLC·ST. LOUIS, Missouri

Series 2, Series 3, Series 7, Series 16, Series 30, Series 63Clean record28 years registeredNISA INVESTMENT ADVISORS, LLC

101 SOUTH HANLEY ROAD SUITE 1700, ST. LOUIS, MO 63105-3787CRD# 1618155Firm CRD# 107313

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Jay Marshall · ST. LOUIS, MO

Registration

CRD #1618155 · NISA INVESTMENT ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NISA INVESTMENT ADVISORS, LLC

NISA INVESTMENT ADVISORS, LLC

Nov 1997 – May 2018

ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

Series 2

Series 3

Series 7

Series 16

Series 30

Series 63

Registration record

First registered · November 6, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NISA INVESTMENT ADVISORS, LLC

CRD 107313 · SEC 801-45153

AUM

$306.2B

Regulatory assets under management

Employees

390

282 client accounts

Services offered by NISA INVESTMENT ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at NISA INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does William Jay Marshall offer?

William Jay Marshall specializes in Investment Management, Retirement Planning, Wealth Management.

What are William Jay Marshall's credentials?

William Jay Marshall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Jay Marshall located?

William Jay Marshall is based in ST. LOUIS, Missouri, last registered with NISA INVESTMENT ADVISORS, LLC.

How does William Jay Marshall charge for services?

William Jay Marshall's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: other appropriate measure of program size. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NISA INVESTMENT ADVISORS, LLC?

NISA INVESTMENT ADVISORS, LLC has approximately 390 employees and manages $306.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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