William MarxCRD 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 8 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|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|
Total Assets Under Management41,592MILLIONS
Total Number of Accounts10,692ACCOUNTS
Average Account Value$3,890,056
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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