Unclaimed Profile

Sasha Stewart

MARMO FINANCIAL GROUP, LLC·JOHNSON CITY, Tennessee

Clean recordMARMO FINANCIAL GROUP, LLC

801 SUNSET DRIVE, JOHNSON CITY, TN 37604CRD# 7364311Firm CRD# 143816

Profile Verification

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

Identity

Sasha Stewart · JOHNSON CITY, TN

Registration

CRD #7364311 · MARMO FINANCIAL GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sasha Stewart 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MARMO FINANCIAL GROUP, LLC

AUM

$226M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MARMO FINANCIAL GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7364311

Firm CRD# 143816

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sasha Stewart offer?

Sasha Stewart specializes in Financial Planning, Investment Management. Contact their office in JOHNSON CITY, Tennessee for a consultation.

What are Sasha Stewart's credentials?

Sasha Stewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sasha Stewart located?

Sasha Stewart 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 Sasha Stewart charge for services?

Sasha Stewart'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.

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