Marshal McReal, financial advisor Seattle WA

Marshal McReal

CRD Number: 1308130
Current Firm: Garde Capital, Inc.

Marshal McReal (CRD# 1308130) is an Investment Advisor Representative working at Garde Capital, Inc. in Seattle, WA and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Garde Capital, Inc. Seattle, WA Jun 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1985
S66 NASAA Uniform Combined State Law Examination Mar 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Marshal K. McReal
Phone Number: 206-552-7900
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    1,404
    MILLIONS
  • Total Number of Accounts
    493
    ACCOUNTS
  • Average Account Value
    $2,847,789
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, HI, ID, IL, LA, OR, TX, WA

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