Marstone LLC
Marstone LLC (CRD# 164810) is a financial advisory firm headquartered in Providence, RI. They manage $2,457,701 in 115 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management2MILLION
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Total Number of Accounts115ACCOUNTS
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Average Account Value$21,371
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MO, NJ, NY, RI
Financial Advisors at Marstone LLC
1
Margaret Hartigan (CRD# 4604083) is an Investment Advisor Representative working at Marstone LLC in Providence, RI and has over 21 years of experience in the finance industry.
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