# Matthew Fielding Marsh

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SUMMIT TRAIL ADVISORS, LLC](https://search.stillhousedata.com/firm/220519) | 2024-05-30 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2023-07-19 | 2024-06-10 | — |
| [BANCWEST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/29357) | 2019-10-28 | 2023-07-19 | — |
| [DYNASTY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/153377) | 2017-03-21 | 2019-11-29 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2009-06-01 | 2016-07-14 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2006-03-09 | 2009-06-01 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2004-02-28 | 2004-10-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2656188)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2656188.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.