CM
Charles Marks
CRD 5784332
Firms
| Firm | Role | As of |
|---|---|---|
| Marks Wealth, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Marks Wealth, Llc
Ceo / Managing Director / Chief Compliance Officer · 75% or more · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗