Marathon Mission

Marathon Mission (CRD# 288654) is a financial advisory firm headquartered in Latham, NY. They manage $130,242,325 in 503 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

930 Albany Shaker Road, Ste 104, Latham, NY 12110

https://www.marathon-mission.com

By the Numbers

Total Assets Under Management

130

MILLION
Total Number of Accounts

503

ACCOUNTS
Average Account Value

$258,931

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, NH, NY, TX

Financial Advisors at Marathon Mission

Showing 1 - 2 of 2 top financial advisors.

Michael S. Ryan

CRD#: 2212989

930 Albany Shaker Road, Ste 104, Latham, NY 12110

Michael Ryan (CRD# 2212989) is an Investment Advisor Representative working at Marathon Mission in Latham, NY and has over 32 years of experience in the finance industry.

Laura E. Sodorsky

CRD#: 7169801

930 Albany Shaker Road, Ste 104, Latham, NY 12110

Laura Sodorsky (CRD# 7169801) is an Investment Advisor Representative working at Marathon Mission in Latham, NY and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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