Matthew Fielding Marsh is an investment adviser representative (IAR) with state registration records since 2004, appearing at 7 firms. Currently registered with SUMMIT TRAIL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT TRAIL ADVISORS, LLC | 2024-05-30 | present | Yes |
| LPL FINANCIAL LLC | 2023-07-19 | 2024-06-10 | — |
| BANCWEST INVESTMENT SERVICES, INC. | 2019-10-28 | 2023-07-19 | — |
| DYNASTY WEALTH MANAGEMENT, LLC | 2017-03-21 | 2019-11-29 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2016-07-14 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2006-03-09 | 2009-06-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2004-02-28 | 2004-10-01 | — |