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Michael R Marsh

Princeton Global Asset Management LLC

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About Michael R Marsh

Michael Marsh is an Investment Advisor Representative with Princeton Global Asset Management LLC. Michael is a licensed and registered advisor with over 20 years of experience in the financial services industry. Michael's expertise is in financial planning, portfolio management for individuals, pension consulting and educational seminars. Michael has previously worked for a number of other financial institutions including Northern Trust Securities, Inc., Potomac Capital Markets, LLC, LN Securities, Inc., PNC Capital Markets LLC, SunTrust Securities, Inc. and FAM Distributors, Inc.

Firm Information

Michael Marsh is currently registered with Princeton Global Asset Management LLC. Princeton Global Asset Management LLC is an investment advisory firm headquartered in Princeton, New Jersey. The firm has 3 licensed agents and 13 investment advisor representatives. They provide financial planning, pension consulting, educational seminars, and portfolio management services to individuals and high net worth individuals, as well as pension and profit sharing plans. The firm manages approximately $605,788,806 in assets, with $579,370,537 of that managed discretionarily.
Princeton Global Asset Management LLC

17 HULFISH STREET

PRINCETON, NJ 08542

$605.79M

Assets Under Management

Not reported

Total Clients

14

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Michael Marsh’s Registration & Firm History

NJ

12/02/2024 - Present

Princeton Global Asset Management LLC (PRINCETON NJ)

DC

06/17/2014 - 02/02/2023

NORTHERN TRUST SECURITIES, INC. (WASHINGTON DC)

MD

11/12/2009 - 12/15/2009

POTOMAC CAPITAL MARKETS, LLC (MIDDLETOWN MD)

NY

10/16/2007 - 12/31/2007

LN SECURITIES, INC. (NEW YORK NY)

PA

08/29/2006 - 03/14/2007

PNC CAPITAL MARKETS LLC (PITTSBURGH PA)

GA

02/18/2004 - 01/19/2005

SUNTRUST SECURITIES, INC. (ATLANTA GA)

NY

03/09/1998 - 01/07/2004

FAM DISTRIBUTORS, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/23/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/26/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Michael R Marsh.
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