SM
SM

Sara Mehle Marshall

10 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
815 clients
Average Client Portfolio
$927K average
Assets Under Management
$755.1M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Minimum Annual Fee:$1,250
Loading...

Location

3300 W Leigh Street, Richmond, VA, 23230

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Sara owns a Poshmark/eBay account, engaging in the sale or purchase of personal items. The activity generates $1,000 per month.

Employment History
Current Registrations
Nasdaq Capital Markets Advisory LLC
October 2021 - Present · 4 yrs 4 mos
Nasdaq Capital Markets Advisory LLCBroker
October 2021 - Present · 4 yrs 4 mos
Dorsey, Wright & Associates, LLC
June 2015 - Present · 10 yrs 8 mos
State Registrations2 states
NYVA
AdvisorBroker
Exams
No exam information available for this advisor.