Andrew MarschallCRD Number: 5922785
Current Firm: Capitol Securities Management, Inc.
Andrew Marschall (CRD# 5922785) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Rochester, NY and has over 6 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Capitol Securities Management||Rochester, NY||Feb 2014 - Current||3|
|Morgan Stanley Smith Barney||Rochester, NY||Jul 2012 - Jan 2014||1|
|Merrill Lynch Pierce Fenner & Smith||Rochester, NY||Nov 2011 - Apr 2012||< 1|
|Axa Advisors, LLC||New York, NY||Jun 2011 - Nov 2011||< 1|
|Home Depot||Rochester, NY||Apr 2005 - Jun 2011||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S66||NASAA Uniform Combined State Law Examination||May 2012|
Total Assets Under Management539MILLIONS
Total Number of Accounts1,789ACCOUNTS
Average Account Value$301,110
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV