Marcia Irwin (CRD# 3241837) is an Investment Advisor Representative working at Fiera Capital Inc. in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foreside Fund Services, LLC | Boston, MA | Mar 2023 - Current | 1 |
| Fiera Capital Inc. | Boston, MA | Oct 2021 - Current | 2 |
| Manulife Investment Management | Boston, MA | Oct 2010 - Oct 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- MA
-
Total Assets Under Management21,426MILLIONS
-
Total Number of Accounts5,203ACCOUNTS
-
Average Account Value$4,117,975
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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