DM
DM

Daryl James Marsden

2 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
4,979 clients
Average Client Portfolio
$985K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$10K
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Location

1050 Hingham Street, Rockland, MA, 02370

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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.

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Other Business Activities

Daryl works as a Client Service Manager for Veritas Boston Wealth Management, an RIA DBA providing investment advisory and financial planning services. This role takes nearly all of Daryl's time, including nearly full-time hours during securities trading hours.

Employment History
Current Registrations
Stratos Wealth Advisors LLC
September 2023 - Present · 2 yrs 5 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Daryl James Marsden - Financial Advisor | TrueAdvisor