RM
RM

Robert Marshall

11 Years of Experience
Charlottesville, VA

Robert Marshall is a registered investment advisor at TIAA Wealth Investment Management LLC, based in Charlottesville, VA, with 11 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

WIM does not directly manage investments for individual investors. WIM provides investment management services to its affiliates, who then provide services to individual investors. WIM is compensated by its affiliates based on a percentage of assets.

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Location

650 Peter Jefferson Parkway, Charlottesville, VA, 22911

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
TIAA Wealth Investment Management LLC
October 2025 - Present · 7 mos
Previous Registrations
Davenport & Company LLC
February 2013 - February 2014 · 1 yr
Eagle Asset Management INC
October 2002 - April 2013 · 10 yrs 6 mos
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.