Marshall Burroughs, financial advisor Summit NJ

Marshall Burroughs

CRD Number: 2996913
Current Firm: M&r Capital Management Inc.

Marshall Burroughs (CRD# 2996913) is an Investment Advisor Representative working at M&r Capital Management Inc. in Summit, NJ and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
M&r Capital Management, Inc. Summit, NJ Jun 2021 - Current < 1
Salesforce New York, NY Apr 2020 - Jun 2021 1
N/a New York, NY Oct 2019 - Mar 2020 < 1
Deutsche Bank Securities Inc. New York, NY Jul 2000 - Sep 2019 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S65 NASAA Investment Advisors Law Examination Jul 2021
Contact Info for Marshall S. Burroughs
Phone Number: 212-584-8999
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    530
    MILLIONS
  • Total Number of Accounts
    436
    ACCOUNTS
  • Average Account Value
    $1,215,820
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Other
Types of Clients
Registered States

CA, CO, CT, FL, GA, IL, LA, MA, MD, NH, NJ, NY, OH, OK, PA, SC, TX, VA

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