Unclaimed Profile

Marc Anthony Verdi

GODSEY & GIBB INC·RICHMOND, Virginia

Series 7, Series 31, Series 66CFPClean record17 years registeredGODSEY & GIBB INC

6806 PARAGON PL, STE 230, RICHMOND, VA 23230CRD# 5485381Firm CRD# 105650

Profile Verification

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

Identity

Marc Anthony Verdi · RICHMOND, VA

Registration

CRD #5485381 · GODSEY & GIBB INC · 17 years registered

Brand Profile

Not yet started

Career History

GODSEY & GIBB WEALTH MANAGEMENT

Mar 2014 – present

MORGAN STANLEY SMITH BARNEY LLC

Aug 2009 – Mar 2012

RICHMOND, VA

CB&H WEALTH MANAGEMENT SERVICES, L.L.C.

Jan 2009 – Sep 2009

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · January 21, 2009

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GODSEY & GIBB INC

CRD 105650 · SEC 801-23685

AUM

$1.3B

Regulatory assets under management

Employees

1,757 client accounts

Services offered by GODSEY & GIBB INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GODSEY & GIBB INC →

Introduction

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Frequently Asked Questions

What services does Marc Anthony Verdi offer?

Marc Anthony Verdi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Marc Anthony Verdi's credentials?

Marc Anthony Verdi holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Marc Anthony Verdi located?

Marc Anthony Verdi is based in RICHMOND, Virginia, working with GODSEY & GIBB INC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Marc Anthony Verdi charge for services?

Marc Anthony Verdi's firm is compensated through percentage of aum, other: financial planning fees, tax preparation fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GODSEY & GIBB INC?

GODSEY & GIBB INC has approximately 25 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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