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David Evan Marion

Santa FE Advisors LLC

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About David Evan Marion

David Marion is a financial advisor at Santa Fe Advisors LLC in Santa Fe, NM. David has been in the industry since 1990 and is registered with the states of New Mexico and Texas. David is a Chartered Financial Analyst, and specializes in financial planning and portfolio management for individuals and businesses.

Firm Information

David Marion is currently registered with Santa FE Advisors LLC. Santa FE Advisors LLC is an investment advisor registered with the SEC. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisers. They manage approximately $170.83 million in assets for 225 clients, primarily high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm is located in Santa Fe, New Mexico.
Santa FE Advisors LLC

330 GARFIELD STREET

SANTA FE, NM 87501

$170.83M

Assets Under Management

2

Total Clients

3

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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David Marion’s Registration & Firm History

NM

09/07/2018 - Present

Santa FE Advisors LLC (SANTA FE NM)

IL

12/18/2008 - 06/14/2011

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

IL

01/10/2001 - 05/29/2008

J.P. MORGAN SECURITIES INC. (CHICAGO IL)

NY

11/19/1993 - 05/01/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

07/10/1990 - 11/11/1993

DAIWA SECURITIES AMERICA INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/17/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/1990

Series 7 - General Securities Representative Examination

BC

Issued 10/13/1989

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Evan Marion.
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