Unclaimed Profile

John Marshall Tabb

QUESTIS PORTFOLIO PARTNERS, LLC·CHARLESTON, South Carolina

Series 7, Series 66Clean record18 years registeredQUESTIS PORTFOLIO PARTNERS, LLC

112 BULL STREET, UNIT A, CHARLESTON, SC 29401CRD# 5491255Firm CRD# 168729

Profile Verification

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

Identity

John Marshall Tabb · CHARLESTON, SC

Registration

CRD #5491255 · QUESTIS PORTFOLIO PARTNERS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

MODERN CAPITAL MANAGEMENT, CO.

Feb 2025 – present

QUESTIS

May 2014 – Dec 2017

CHARLESTON, SC

QUESTIS PORTFOLIO PARTNERS, LLC

Sep 2013 – Apr 2014

CHARLESTON, SC

UPPI ADVISORS, LLC

Jul 2011 – Sep 2013

CHARLESTON, SC

QUESTIS

Sep 2010 – Sep 2013

CHARLESTON, SC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2008 – Sep 2010

CHARLESTON, SC

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · June 4, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUESTIS PORTFOLIO PARTNERS, LLC

CRD 168729 · SEC 801-78472

AUM

$12M

Regulatory assets under management

Employees

165 client accounts

Services offered by QUESTIS PORTFOLIO PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at QUESTIS PORTFOLIO PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does John Marshall Tabb offer?

John Marshall Tabb specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHARLESTON, South Carolina for a consultation.

What are John Marshall Tabb's credentials?

John Marshall Tabb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Marshall Tabb located?

John Marshall Tabb is based in CHARLESTON, South Carolina, working with QUESTIS PORTFOLIO PARTNERS, LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.

How does John Marshall Tabb charge for services?

John Marshall Tabb's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUESTIS PORTFOLIO PARTNERS, LLC?

QUESTIS PORTFOLIO PARTNERS, LLC has approximately 4 employees and manages $12M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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