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Robert Edward Marsh

Premier Private Wealth Management, LLC

Palm Harbor, FL

CRD 5869457

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Employer firm

Premier Private Wealth Management, LLC CRD 331860

$126M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Premier Private Wealth Management, Llc

1025 Ohio Avenue, Palm Harbor, FL 34683 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-01-15
TX RA APPROVED 2024-11-12
FL RA APPROVED 2024-08-08
  • GA RA
    APPROVED
    Since 2025-01-15
  • TX RA
    APPROVED
    Since 2024-11-12
  • FL RA
    APPROVED
    Since 2024-08-08

Branch Locations

1025 Ohio Avenue, Palm Harbor, FL 34683 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Marsh Consulting Services, Inc Palm Harbor FL 08/2012 01/2018
Homebound Heroes Tarpon Springs FL 01/2016 12/2017
Business Networking International Bni Palm Harbor FL 10/2015 10/2016
Gulf Coast Advisors Palm Harbor FL 05/2016 07/2024
Realta Equities, Inc. Wilmington DE 05/2016 07/2024
Realta Investment Advisors, Inc. Wilmington DE 05/2016 07/2024
Premier Private Wealth Management, Llc Palm Harbor FL 07/2024 Present
Chaos On The Reel Llc Palm Harbor FL 08/2025 Present
  • 08/2012 → 01/2018
    Marsh Consulting Services, Inc
    Palm Harbor, FL
  • 01/2016 → 12/2017
    Homebound Heroes
    Tarpon Springs, FL
  • 10/2015 → 10/2016
    Business Networking International Bni
    Palm Harbor, FL
  • 05/2016 → 07/2024
    Gulf Coast Advisors
    Palm Harbor, FL
  • 05/2016 → 07/2024
    Realta Equities, Inc.
    Wilmington, DE
  • 05/2016 → 07/2024
    Wilmington, DE
  • 07/2024 → Present
    Palm Harbor, FL
  • 08/2025 → Present
    Chaos On The Reel Llc
    Palm Harbor, FL
Previous Registrations
  • 2016-05-05 → 2024-08-08
    Palm Harbor, FL
    Wilmington, DE
    Palm Harbor, FL
  • 2011-04-15 → 2016-05-31
    Waddell & Reed
    Charleroi, PA
Other Businesses

1.) Gulf Coast Advisors | 33920 US Hwy 19 N, Suite 155, Palm Harbor, FL 34684 |Owner | May 2016 to Present| Holding company for real estate purposes | Non-investment related | Limited amount of time involved with this entity, devoted during normal trading hours. 2.) Chaos on the Reel LLC | 1153 Eniswood Parkway, Palm Harbor, FL 34683 | Owner | August 2025 to Present | Saltwater family adventures | Non-investment related | Devotes 8 hours per month, none of which are during securities trading hours 3.) North Pinellas Panthers | 3120 Tampa Road, Oldsmar, FL 34677 | Youth football and Cheer | Non-Investment Related | January 2026 to Present | Board Member | Devotes 10 hours per month, none of which are during securities trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-13
  • S66 Uniform Combined State Law Examination
    2011-04-13
Other Names
  • Robert Marsh
  • Rob Marsh

View on SEC IAPD

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