# NEAL MARCHANT

NEAL MARCHANT is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 firms. Currently registered with EP WEALTH ADVISORS, LLC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2022-06-27 | present | Yes |
| [VANTAGE ADVISORS, LLC](https://search.stillhousedata.com/firm/153054) | 2012-02-22 | 2022-12-15 | — |
| [MML INVESTORS SERVICES, LLC](https://search.stillhousedata.com/firm/10409) | 2010-01-19 | 2012-02-21 | — |
| [INSPHERE SECURITIES, INC.](https://search.stillhousedata.com/firm/136433) | 2007-10-03 | 2009-12-31 | — |
| [ALLEGIS ADVISORS, INC.](https://search.stillhousedata.com/firm/131242) | 2007-07-16 | 2007-10-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5236817)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5236817.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.