Unclaimed Profile

Russell Stewart Weiss

THE MARSHALL FINANCIAL GROUP, INC·DOYLESTOWN, Pennsylvania

Series 7, Series 63CFP22 years registeredTHE MARSHALL FINANCIAL GROUP, INC

33 WEST COURT STREET, DOYLESTOWN, PA 18901CRD# 4366936Firm CRD# 110935

Profile Verification

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

Identity

Russell Stewart Weiss · DOYLESTOWN, PA

Registration

CRD #4366936 · THE MARSHALL FINANCIAL GROUP, INC · 22 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Dec 2025 – present

THE MARSHALL FINANCIAL GROUP, INC

May 2004 – Dec 2025

DOYLESTOWN, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · May 5, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

1987Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

THE MARSHALL FINANCIAL GROUP, INC

CRD 110935 · SEC 801-62319

AUM

$779M

Regulatory assets under management

Employees

1,525 client accounts

Services offered by THE MARSHALL FINANCIAL GROUP, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 THE MARSHALL FINANCIAL GROUP, INC →

Introduction

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Frequently Asked Questions

What services does Russell Stewart Weiss offer?

Russell Stewart Weiss specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOYLESTOWN, Pennsylvania for a consultation.

What are Russell Stewart Weiss's credentials?

Russell Stewart Weiss holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Russell Stewart Weiss located?

Russell Stewart Weiss is based in DOYLESTOWN, Pennsylvania, working with THE MARSHALL FINANCIAL GROUP, INC. Their office serves clients in the DOYLESTOWN metropolitan area and surrounding communities.

How does Russell Stewart Weiss charge for services?

Russell Stewart Weiss's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE MARSHALL FINANCIAL GROUP, INC?

THE MARSHALL FINANCIAL GROUP, INC has approximately 22 employees and manages $779M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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