Malissa M Marshall

Bristol, VT • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-03-08
VT	RA	APPROVED	2019-02-28

Branch Locations

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

Organization	City	State	From	To
Addison Advisors Llc Dba Marble Trail Advisors (154744)	Middlebury	VT	02/2017	11/2018
Misasi & Company Cpas	Middlebury	VT	02/2017	11/2018
Pricewaterhousecoopers	Boston	MA	12/2007	01/2017
Soaring Wealth Llc	Bristol	VT	11/2018	Present
Steuern & Taxes Llc	Bristol	VT	11/2018	Present
Herrick Ltd.	Burlington	VT	02/2019	04/2020

02/2017 → 11/2018

Addison Advisors Llc Dba Marble Trail Advisors (154744)

Middlebury, VT
02/2017 → 11/2018

Misasi & Company Cpas

Middlebury, VT
12/2007 → 01/2017

Pricewaterhousecoopers

Boston, MA
11/2018 → Present

Soaring Wealth Llc

Bristol, VT
11/2018 → Present

Steuern & Taxes Llc

Bristol, VT
02/2019 → 04/2020

Herrick Ltd.

Burlington, VT

Malissa Marshall currently works as Founder & CEO of Steuern & Taxes LLC. This activity accounts for approximately 40% of her time.