MARSHALL LIPE is an investment adviser representative (IAR) with state registration records since 2017, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-01-10 | 2025-03-31 | — |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC | 2017-11-17 | 2021-12-20 | — |