Unclaimed Profile

Cindy Joy Marvin

FCG WEALTH MANAGEMENT, LLC·CHATHAM, New Jersey

SIE, Series 4, Series 7, Series 63, Series 66Clean record7 years registeredFCG WEALTH MANAGEMENT, LLC

ONE MAIN ST, CHATHAM, NJ 07928CRD# 2861580Firm CRD# 40633

Profile Verification

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

Identity

Cindy Joy Marvin · CHATHAM, NJ

Registration

CRD #2861580 · FCG WEALTH MANAGEMENT, LLC · 7 years registered

Brand Profile

Not yet started

Career History

TRUIST ADVISORY SERVICES, INC.

Aug 2024 – present

TRUIST INVESTMENT SERVICES, INC.

Aug 2024 – present

RBC CAPITAL MARKETS, LLC

Feb 2023 – Jun 2024

RALEIGH, NC

J.P. MORGAN SECURITIES LLC

Mar 2021 – Jan 2023

Morristown, NJ

MORGAN STANLEY

Jul 2019 – Mar 2021

MORRISTOWN, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 63

Series 66

Registration record

First registered · July 10, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FCG WEALTH MANAGEMENT, LLC

CRD 40633 · SEC 801-

AUM

$634M

Regulatory assets under management

Employees

1,283 client accounts

Services offered by FCG WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FCG WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Cindy Joy Marvin offer?

Cindy Joy Marvin specializes in Financial Planning, Investment Management. Contact their office in CHATHAM, New Jersey for a consultation.

What are Cindy Joy Marvin's credentials?

Cindy Joy Marvin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cindy Joy Marvin located?

Cindy Joy Marvin is based in CHATHAM, New Jersey, working with FCG WEALTH MANAGEMENT, LLC. Their office serves clients in the CHATHAM metropolitan area and surrounding communities.

How does Cindy Joy Marvin charge for services?

Cindy Joy Marvin's firm is compensated through percentage of aum, other: could be an added ticket charge or fee as disclosed. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FCG WEALTH MANAGEMENT, LLC?

FCG WEALTH MANAGEMENT, LLC has approximately 19 employees and manages $634M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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