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Marcus Edward Harding

Stillwater Investing

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About Marcus Edward Harding

Marcus Harding is an investment advisor representative at Stillwater Investing, a firm based in Sunnyvale, CA. Marcus has been in the industry since 2023 and holds a Series 65 license. Marcus has a background in law, having earned a degree from the University of Texas School of Law. Marcus specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.

Firm Information

Marcus Harding is currently registered with Stillwater Investing. Stillwater Investing is an investment advisory firm providing financial planning, pension consulting, and portfolio management services to individuals and high-net-worth individuals. They also assist clients with the selection of other advisors. The firm manages approximately $3.37 million in assets for 84 clients.

$3.37M

Assets Under Management

Not reported

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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Marcus Harding’s Registration & Firm History

CA

09/07/2023 - Present

Stillwater Investing (Sunnyvale CA)

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Licenses & Designations

IA

Issued 09/07/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marcus Edward Harding.
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