AdvisorOS Directory
Claim Profile
Unclaimed Profile
AS

Alexander David Swatzell

MARMO FINANCIAL GROUP, LLC·JOHNSON CITY, Tennessee
Clean recordMARMO FINANCIAL GROUP, LLC
801 SUNSET DRIVE, JOHNSON CITY, TN 37604CRD# 5030123Firm CRD# 143816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexander David Swatzell · JOHNSON CITY, TN
Registration
CRD #5030123 · MARMO FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alexander David Swatzell is a registered financial advisor based in JOHNSON CITY, Tennessee, affiliated with MARMO FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Alexander

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

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

03

Firm Overview

Firm
MARMO FINANCIAL GROUP, LLC
MARMO FINANCIAL GROUP, LLC
AUM
$226M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at MARMO FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5030123
Firm CRD# 143816
View on FINRA BrokerCheck →

Looking for a financial advisor in JOHNSON CITY?

Browse all registered financial advisors in JOHNSON CITY, Tennessee or claim this profile if it's yours.

Browse JOHNSON CITY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Alexander David Swatzell offer?
Alexander David Swatzell specializes in Financial Planning, Investment Management. Contact their office in JOHNSON CITY, Tennessee for a consultation.
What are Alexander David Swatzell's credentials?
Alexander David Swatzell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexander David Swatzell located?
Alexander David Swatzell is based in JOHNSON CITY, Tennessee, working with MARMO FINANCIAL GROUP, LLC. Their office serves clients in the JOHNSON CITY metropolitan area and surrounding communities.
How does Alexander David Swatzell charge for services?
Alexander David Swatzell'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 MARMO FINANCIAL GROUP, LLC?
MARMO FINANCIAL GROUP, LLC has approximately 10 employees and manages $226M in regulatory assets under management. 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 MARMO FINANCIAL GROUP, LLC

Sasha Stewart
JOHNSON CITY, TN
Scott Anthony Marmo
JOHNSON CITY, TN

More Advisors in JOHNSON CITY, Tennessee

Michael F Eddy
BCS FINANCIAL, LLC·JOHNSON CITY, TN
Travis Stanton Mcmurray
BCS FINANCIAL, LLC·JOHNSON CITY, TN
Michael Lee Alread
BCS WEALTH MANAGMENT, LLC·JOHNSON CITY, TN
James Andrew Hatfield
BCS FINANCIAL, LLC·JOHNSON CITY, TN
Jeffrey Joe Blackburn
BCS WEALTH MANAGMENT, LLC·JOHNSON CITY, TN
Melissa Shawn Steagall-Jones
BCS FINANCIAL, LLC·JOHNSON CITY, TN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)JACKSON (19)KINGSPORT (13)GERMANTOWN (11)NASHVILLLE (10)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Request removal of this profile