Marks Wealth Management

Marks Wealth Management (CRD# 310534) is a financial advisory firm headquartered in Annapolis, MD. They manage $320,000,000 in 710 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    320
    MILLION
  • Total Number of Accounts
    710
    ACCOUNTS
  • Average Account Value
    $450,704
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, FL, MD, PA, TX, VA

Financial Advisors at Marks Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Catherine M. Cavalier
CRD#: 6620068
1 Park Place, Suite 500, Annapolis, MD 21401

Catherine Cavalier (CRD# 6620068) is an Investment Advisor Representative working at Marks Wealth Management in Annapolis, MD and has over 4 years of experience in the finance industry. Catherine Cavalier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Charles Marks
CRD#: 5784332
1 Park Place, Suite 500, Annapolis, MD 21401

Charles Marks (CRD# 5784332) is an Investment Advisor Representative working at Marks Wealth Management in Annapolis, MD and has over 9 years of experience in the finance industry.

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