Richard
Marshall

Stewart & Associates

CRD#2453550
Investment Advisor
in Missoula, MT

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About this Advisor

Richard Marshall is a certified financial planner who works out of Missoula, Montana, who has been in the advisory business for 21 years. Marshall is an advisor for Stewart & Associates. Over the course of their career, they have held roles at Stewart & Associates, Pllc and F. Stewart & Associates, Pc. Marshall maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Montana. Stewart & Associates is an advisory firm operating in Missoula, Montana. It handles $65 million in assets among its 54 accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its 54 client accounts, 52% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Stewart & Associates performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars and other services. A financial advisor's fees usually vary depending on which services the firm provides the client. Fees billed by Stewart & Associates likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Certified Financial Planner

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

27 Fort Missoula Rd. Suite 1
Missoula, MT 59804

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Stewart & Associates Brokerage Details

Total Assets Under Management

$65,313,021

MT Average: $2,609,029,241
Total Number of Employees

3

MT Average: 66
Total Number of Accounts

54

MT Average: 6,076
Average Account Size

$1,209,500

MT Average: $429,399

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other

Richard Marshall Work History

Richard has 21 years of experience.

2012 - Present (9 years)

Stewart & Associates, Pllc

1999 - 2011 (12 years)

F. Stewart & Associates, Pc

Disclosures

Richard Marshall has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stewart & Associates

Jill Tripp
Missoula, MT
Richard Marshall
Missoula, MT

This content was compiled from the SEC and FINRA.

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