Marwood Group Research LLC

Marwood Group Research LLC (CRD# 147316) is a financial advisory firm headquartered in New York, NY. They serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Other
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.

CA, DC, MA, NY

Financial Advisors at Marwood Group Research LLC
Showing 1 - 4 of 4 top financial advisors.
1
Thomas P. Barletta
CRD#: 5463917
733 Third Ave., 11th Floor, New York, NY 10017
93
Wealthminder
score

Thomas Barletta (CRD# 5463917) is an Investment Advisor Representative working at Marwood Group Research LLC in New York, NY and has over 8 years of experience in the finance industry.

2
Justin R. Welling
CRD#: 5411057
733 Third Ave., 11th Floor, New York, NY 10017
93
Wealthminder
score

Justin Welling (CRD# 5411057) is an Investment Advisor Representative working at Marwood Group Research LLC in New York, NY and has over 9 years of experience in the finance industry.

3
Stephen H. Williams
CRD#: 4731766
733 Third Avenue, 11th Floor, New York, NY 10017
93
Wealthminder
score

Stephen Williams (CRD# 4731766) is an Investment Advisor Representative working at Marwood Group Research LLC in New York, NY and has over 12 years of experience in the finance industry.

4
Mark G. Banta
CRD#: 1889843
733 Third Ave., 11th Floor, New York, NY 10017
90
Wealthminder
score

Mark Banta (CRD# 1889843) is an Investment Advisor Representative working at Marwood Group Research LLC in New York, NY and has over 22 years of experience in the finance industry.

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