AdvisorOS Directory
Claim Profile
CM

Cary Seth Marger

POSITION WEALTH LLC·THE WOODLANDS, Texas
Unclaimed Profile
2001 TIMBERLOCH PLACE, THE WOODLANDS, TX 77380CRD# 5746211Firm CRD# 325116
01

About

Cary Seth Marger is a registered financial advisor based in THE WOODLANDS, Texas, affiliated with POSITION WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
POSITION WEALTH LLC
POSITION WEALTH
AUM
$166M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at POSITION WEALTH LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5746211
Firm CRD# 325116
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in THE WOODLANDS?

Browse all registered financial advisors in THE WOODLANDS, Texas or claim this profile if it's yours.

Browse THE WOODLANDS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Cary Seth Marger offer?
Cary Seth Marger specializes in Investment Management, Fee-Only Advisory. Contact their office in THE WOODLANDS, Texas for a consultation.
What are Cary Seth Marger's credentials?
Cary Seth Marger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cary Seth Marger located?
Cary Seth Marger is based in THE WOODLANDS, Texas, working with POSITION WEALTH LLC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.
How does Cary Seth Marger charge for services?
Cary Seth Marger'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 POSITION WEALTH LLC?
POSITION WEALTH LLC has approximately 2 employees and manages $166M 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 in THE WOODLANDS
Thomas Jerome Pisula — PINECROFT CORE MANAGEMENT, LLCWael M. Asi — PINECROFT CORE MANAGEMENT, LLCDavid M. Teague — PINECROFT CORE MANAGEMENT, LLCEnrique Quintero — PINECROFT CORE MANAGEMENT, LLCJames N. Pisula — PINECROFT CORE MANAGEMENT, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile