Unclaimed Profile

Marc James Wambaugh

CASSADY SCHILLER WEALTH MANAGEMENT, LLC·CINCINNATI, Ohio

Clean recordCASSADY SCHILLER WEALTH MANAGEMENT, LLC

4555 LAKE FOREST DRIVE, CINCINNATI, OH 45242CRD# 2988910Firm CRD# 129113

Profile Verification

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

Identity

Marc James Wambaugh · CINCINNATI, OH

Registration

CRD #2988910 · CASSADY SCHILLER WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marc James Wambaugh is a registered financial advisor based in CINCINNATI, Ohio, affiliated with CASSADY SCHILLER WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CASSADY SCHILLER WEALTH MANAGEMENT, LLC

AUM

$517M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CASSADY SCHILLER WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: SELECTION OF OTHER ADVISERS

Regulatory

SEC/IARD CRD# 2988910

Firm CRD# 129113

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marc James Wambaugh offer?

Marc James Wambaugh specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Marc James Wambaugh's credentials?

Marc James Wambaugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marc James Wambaugh located?

Marc James Wambaugh is based in CINCINNATI, Ohio, working with CASSADY SCHILLER WEALTH MANAGEMENT, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Marc James Wambaugh charge for services?

Marc James Wambaugh's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CASSADY SCHILLER WEALTH MANAGEMENT, LLC?

CASSADY SCHILLER WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $517M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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