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Charles Marks

Marks Wealth Management

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About Charles Marks

Charles Marks is a registered investment advisor representative with Marks Wealth Management, LLC in Annapolis, Maryland. Charles has been in the industry since September 2011 and has been with Marks Wealth Management, LLC since September 2020. Previously, Charles was employed by Wells Fargo Advisors, LLC. Charles has a Series 66, Series 7 and SIE license. Charles specializes in financial planning and portfolio management for individuals. Marks Wealth Management, LLC manages assets for 135 high-net-worth individuals and 141 individuals other than high-net-worth. Charles is also a Closing Bell Reporter for WBAL radio.

Firm Information

Charles Marks is currently registered with Marks Wealth Management. Marks Wealth Management is an Annapolis, MD-based registered investment advisor with approximately $382.99 million in regulatory assets under management. The firm provides financial planning and portfolio management for individuals and high-net-worth individuals. Marks Wealth Management is led by Charles N. Marks, who has over 30 years of experience in the financial services industry.
Marks Wealth Management

1 PARK PLACE

ANNAPOLIS, MD 21401

$382.99M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Marks’s Registration & Firm History

MD

03/01/2021 - Present

Marks Wealth Management (ANNAPOLIS MD)

MD

10/21/2015 - 09/23/2020

WELLS FARGO CLEARING SERVICES, LLC (BALTIMORE MD)

MD

09/19/2011 - 10/20/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 11/19/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Marks.
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