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Todd David Marvin

Marvin & Palmer Associates

Wilmington, DE

CRD 1702687

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Employer firm

Marvin & Palmer Associates CRD 105399

$196M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

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

Current Employers
Marvin & Palmer Associates

3711 Kennett Pike Suite 120, Wilmington, DE 19807 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2005-02-16
  • DE RA
    APPROVED
    Since 2005-02-16

Branch Locations

1201 N. Market Street Suite 2300, Wilmington, DE 19801-1165 • 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
Marvin & Palmer Associates, Inc. Wilmington DE 06/1991 Present
  • 06/1991 → Present
    Marvin & Palmer Associates, Inc.
    Wilmington, DE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-09-19
  • S65 Uniform Investment Adviser Law Examination
    1995-09-19
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS

Nearby Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE

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