Unclaimed Profile

Omar Ricardo Marquez

E2I ADVISORS, LLC·PORTLAND, Oregon

SIE, Series 7, Series 31, Series 65, Series 6623 years registeredE2I ADVISORS, LLC

425 NW 10TH AVE, PORTLAND, OR 97209CRD# 4087628Firm CRD# 285987

Profile Verification

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

Identity

Omar Ricardo Marquez · PORTLAND, OR

Registration

CRD #4087628 · E2I ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: E2I ADVISORS, LLC

E2I ADVISORS, LLC

Apr 2018 – Dec 2021

PORTLAND, OR

WEALTH BRIDGE SOLUTIONS, LLC

Jan 2018 – Feb 2018

PORTLAND, OR

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

Mar 2016 – Jan 2018

Portland, OR

VALDA PARTNERS, LLC

Jul 2015 – Mar 2016

PORTLAND, OR

VALDA PARTNERS, LLC

Jul 2015 – Jul 2015

PORTLAND, OR

UMPQUA INVESTMENTS, INC.

Aug 2009 – Jul 2015

PORTLAND, OR

BANC OF AMERICA INVESTMENT SERVICES, INC.

Jan 2004 – Sep 2009

PORTLAND, OR

MORGAN STANLEY

Apr 2003 – Feb 2004

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 65

Series 66

Registration record

First registered · April 23, 2003

Years registered · 23

Disclosure History

2018Judgment / Lien

2017Judgment / Lien

2016Judgment / Lien

2013Judgment / Lien

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

E2I ADVISORS, LLC

CRD 285987 · SEC 801-111058

AUM

$194M

Regulatory assets under management

Employees

281 client accounts

Services offered by E2I ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at E2I ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Omar Ricardo Marquez offer?

Omar Ricardo Marquez specializes in Financial Planning, Investment Management.

What are Omar Ricardo Marquez's credentials?

Omar Ricardo Marquez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Omar Ricardo Marquez located?

Omar Ricardo Marquez is based in PORTLAND, Oregon, last registered with E2I ADVISORS, LLC.

How does Omar Ricardo Marquez charge for services?

Omar Ricardo Marquez's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is E2I ADVISORS, LLC?

E2I ADVISORS, LLC has approximately 5 employees and manages $194M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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