AdvisorOS Directory
Claim Profile
Unclaimed Profile
KM

Keith Samuel Marlowe

AWH FINANCIAL, LLC·BALA CYNWYD, Pennsylvania
Clean record3 years registeredAWH FINANCIAL, LLC
ONE BELMONT AVENUE, BALA CYNWYD, PA 19004CRD# 5058786Firm CRD# 285183

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Keith Samuel Marlowe · BALA CYNWYD, PA
Registration
CRD #5058786 · AWH FINANCIAL, LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

AWH FINANCIAL, LLC
Sep 2022 – present
02

Registrations & Exams

Registration record
First registered · September 26, 2022
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AWH FINANCIAL, LLC
CRD 285183 · SEC 801-128902
Employees
36
Total firm employees
Services offered by AWH FINANCIAL, LLC
Per Form ADV
Security ratings or pricing services
View all advisors at AWH FINANCIAL, LLC →
Introduction

Speak with Keith

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Keith is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BALA CYNWYD?

Browse all registered financial advisors in BALA CYNWYD, Pennsylvania or claim this profile if it's yours.

Browse BALA CYNWYD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Keith Samuel Marlowe offer?
Keith Samuel Marlowe is a registered financial advisor in BALA CYNWYD, Pennsylvania. Contact their office for details on services offered.
What are Keith Samuel Marlowe's credentials?
Keith Samuel Marlowe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keith Samuel Marlowe located?
Keith Samuel Marlowe is based in BALA CYNWYD, Pennsylvania, working with AWH FINANCIAL, LLC. Their office serves clients in the BALA CYNWYD metropolitan area and surrounding communities.
How does Keith Samuel Marlowe charge for services?
Keith Samuel Marlowe's firm is compensated through other: percentage of fees solicited. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AWH FINANCIAL, LLC?
AWH FINANCIAL, LLC has approximately 36 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at AWH FINANCIAL, LLC

Gregory Hamilton Wilson
BALA CYNWYD, PA

More Advisors in BALA CYNWYD, Pennsylvania

Charles Shay Fry
PPB ADVISORS, LLC·BALA CYNWYD, PA
Robert James Hendershott
CCP BH MANAGEMENT, LLC·BALA CYNWYD, PA
Sean Michael Schmid
PENN INVESTMENT ADVISORS, INC.·BALA CYNWYD, PA
Jill Broder Steinberg
WALDEN CAPITAL ADVISORS, LLC·BALA CYNWYD, PA
David Fleisher Ii
PENN INVESTMENT ADVISORS, INC.·BALA CYNWYD, PA
Jonathan Mootz
RADCLIFFE CAPITAL MANAGEMENT, L.P.·BALA CYNWYD, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile