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Ronald Eugene Marshall

MARSHALL & SULLIVAN INC·SEATTLE, Washington
Clean recordMARSHALL & SULLIVAN INC
1109 FIRST AVE. SUITE 200, SEATTLE, WA 98101CRD# 501364Firm CRD# 105168

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ronald Eugene Marshall · SEATTLE, WA
Registration
CRD #501364 · MARSHALL & SULLIVAN INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ronald Eugene Marshall is a registered financial advisor based in SEATTLE, Washington, affiliated with MARSHALL & SULLIVAN INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
MARSHALL & SULLIVAN INC
MARSHALL & SULLIVAN, INC.
AUM
$430M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MARSHALL & SULLIVAN INC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 501364
Firm CRD# 105168
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ronald Eugene Marshall offer?
Ronald Eugene Marshall specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Ronald Eugene Marshall's credentials?
Ronald Eugene Marshall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Eugene Marshall located?
Ronald Eugene Marshall is based in SEATTLE, Washington, working with MARSHALL & SULLIVAN INC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Ronald Eugene Marshall charge for services?
Ronald Eugene Marshall's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARSHALL & SULLIVAN INC?
MARSHALL & SULLIVAN INC has approximately 3 employees and manages $430M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MARSHALL & SULLIVAN INC

Howard Davis Miracle
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Arthur Sidney Robinson
SEATTLE, WA
Jo Ellen S Lively
SEATTLE, WA
Marshall A Patricia
SEATTLE, WA
Paticia A Lord
SEATTLE, WA
Gregory Scott Robinson
SEATTLE, WA

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