David
Marshall
Capacuity LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
David Marshall is a financial advisor who works in Lake Mary, Florida with 4 years of industry experience. Marshall is on the advisory team at Capacuity LLC. Marshall has gained experience at Nfp Securities, Inc, Atlas Benefit Finance, LLC, Newport Group Securities, Inc, Atlas Financial Partners LLC, Capacuity LLC and Capacuity Securities, Inc. Marshall maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to operate in Florida. Capacuity LLC is a registered investment firm that has its headquarters in Lake Mary, FL. It handles $6 billion in assets between its 113 accounts, making it one of the biggest firms in the United States by assets under management. The company performs a set of services, including portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely vary depending on which services the firm provides the client. Fee types billed by Capacuity LLC can consist of some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Capacuity LLC Brokerage Details
$5,607,007,725
30
113
$49,619,537
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Marshall Work History
David has been registered as a financial advisor for 4 years.*
Capacuity LLC
Capacuity Securities, Inc
Atlas Benefit Finance, LLC
Atlas Financial Partners LLC
Newport Group Securities, Inc
Nfp Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Marshall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capacuity LLC
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Frisco, TX
Coronado, CA
Lake Mary, FL
Lake Mary, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
