Unclaimed Profile

Marshal Kerry Mcreal

GARDE CAPITAL, INC.·SEATTLE, Washington

Series 3, Series 5, Series 7, Series 15, Series 63, Series 6634 years registeredGARDE CAPITAL, INC.

1301 FIFTH AVENUE, SEATTLE, WA 98101CRD# 1308130Firm CRD# 151043

Profile Verification

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

Identity

Marshal Kerry Mcreal · SEATTLE, WA

Registration

CRD #1308130 · GARDE CAPITAL, INC. · 34 years registered

Brand Profile

Not yet started

Career History

GARDE CAPITAL, INC.

Aug 2009 – present

CITIGROUP GLOBAL MARKETS INC.

Feb 1992 – Jul 2006

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 3

Series 5

Series 7

Series 15

Series 63

Series 66

Registration record

First registered · February 10, 1992

Years registered · 34

Disclosure History

2005Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GARDE CAPITAL, INC.

CRD 151043 · SEC 801-70472

AUM

$2.1B

Regulatory assets under management

Employees

533 client accounts

Services offered by GARDE CAPITAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

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 GARDE CAPITAL, INC. →

Introduction

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Frequently Asked Questions

What services does Marshal Kerry Mcreal offer?

Marshal Kerry Mcreal specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.

What are Marshal Kerry Mcreal's credentials?

Marshal Kerry Mcreal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marshal Kerry Mcreal located?

Marshal Kerry Mcreal is based in SEATTLE, Washington, working with GARDE CAPITAL, INC.. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Marshal Kerry Mcreal charge for services?

Marshal Kerry Mcreal'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 GARDE CAPITAL, INC.?

GARDE CAPITAL, INC. has approximately 16 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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