Unclaimed Profile

Sasha Stewart

MARMO FINANCIAL GROUP, LLC·JOHNSON CITY, Tennessee

Clean record5 years registeredMARMO 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 · 5 years registered

Brand Profile

Not yet started

Career History

THE RETIREMENT PLANNING GROUP, LLC

May 2026 – present

MARMO FINANCIAL GROUP, LLC

Jan 2023 – May 2026

JOHNSON CITY, TN

WORTHWHILE WEALTH COUNCIL

May 2021 – Nov 2022

JOHNSON CITY, TN

Registrations & Exams

Registration record

First registered · May 7, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARMO FINANCIAL GROUP, LLC

CRD 143816 · SEC 801-113718

AUM

$226M

Regulatory assets under management

Employees

1,625 client accounts

Services offered by MARMO FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARMO FINANCIAL GROUP, LLC →

Introduction

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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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