William Marx, financial advisor Philadelphia PA
93 score

William Marx

CRD Number: 5364905
Current Firm: Pnc Capital Advisors LLC

William Marx (CRD# 5364905) is an Investment Advisor Representative working at Pnc Capital Advisors LLC in Philadelphia, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Funds Distributor, LLC Philadelphia, PA Oct 2013 - Current 3
Pnc Capital Advisors, LLC Philadelphia, PA Jun 2013 - Current 3
Pnc Bank Philadelphia, PA Jun 2012 - Current 4
Adp Allentown, PA Apr 2008 - May 2012 4
Adp Broker Dealer Roseland, NJ Apr 2008 - May 2012 4
Axa Advisors, LLC New York, NY Jun 2007 - Apr 2008 < 1
Frito Lay, Inc. Easton, PA Apr 2006 - Sep 2007 1
Moravian College Bethlehem, PA Jun 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for William J. Marx
Phone Number: 410-237-5683
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    41,592
    MILLIONS
  • Total Number of Accounts
    10,692
    ACCOUNTS
  • Average Account Value
    $3,890,056
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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