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Eric Richard Marshall

Perella Weinberg Partners LP

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About Eric Richard Marshall

Eric Richard Marshall is a financial advisor who has been in the industry since 2012. Eric Richard Marshall is currently registered with Perella Weinberg Partners LP in Houston, Texas. Prior to joining Perella Weinberg Partners LP, Eric Richard Marshall worked at Tudor, Pickering, Holt & Co. Securities, LLC and Tudor Pickering Holt & Co Advisors LP. Eric Richard Marshall has Series 63, Series 24, SIE and Series 79 securities licenses. Eric Richard Marshall is also registered with the state of Texas.

Firm Information

Eric Marshall is currently registered with Perella Weinberg Partners LP. Perella Weinberg Partners LP is an investment banking firm established in 2005. They offer a wide range of advisory services, including mergers and acquisitions, restructuring, and capital raising. The firm is registered with the Securities and Exchange Commission (SEC) and is licensed to conduct business in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

255

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.

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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Eric Marshall’s Registration & Firm History

TX

01/04/2021 - Present

Perella Weinberg Partners LP (Houston TX)

TX

03/07/2012 - 01/04/2021

TUDOR PICKERING HOLT & CO ADVISORS LP (HOUSTON TX)

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Licenses & Designations

BC

Issued 07/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2012

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Richard Marshall.
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