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Matthew G Marquis

Castleview Partners, LLC

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About Matthew G Marquis

Matthew Marquis is an investment advisor representative who has been in the industry since 2007. Matthew holds a Series 7 license and is a registered representative in Florida and Illinois. Matthew is currently employed by Castleview Partners, LLC. The firm manages over $269 million in assets and provides financial planning, educational seminars, and portfolio management services. Matthew's focus is on individuals and high-net-worth clients. Prior to Castleview Partners, LLC, Matthew was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Matthew Marquis is currently registered with Castleview Partners, LLC. Castleview Partners, LLC is a registered investment advisor located in Dallas, TX. The firm provides financial planning, portfolio management for individuals, and educational seminars. Castleview Partners, LLC manages approximately $269,982,571 in assets for 1,308 clients. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.
Castleview Partners, LLC

8111 PRESTON ROAD

DALLAS, TX 75225

$269.98M

Assets Under Management

Not reported

Total Clients

13

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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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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Matthew Marquis’s Registration & Firm History

IL

07/04/2018 - Present

Castleview Partners, LLC (Rosemont IL)

IL

05/16/2007 - 10/05/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BARRINGTON IL)

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Licenses & Designations

BOTH

Issued 06/26/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/15/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew G Marquis.
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