Marcus Coleman
from Zenith Wealth Partners
Marcus Coleman is a financial advisor based in Pennsylvania, Philadelphia, with 14 years of experience. Marcus currently works for Zenith Wealth Partners. Marcus maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
- Fiduciary duty to act in the best interests of your finances
- Regulated by The Securities and Exchange Commission (SEC)
- Transparent about fees and never take commission when recommending a financial product
Marcus Coleman works at Zenith Wealth Partners
Zenith Wealth Partners is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $69,967,610 of assets under management and employs about 7 people. Zenith Wealth Partners uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2400 Market Street, Suite 216, Philadelphia, Pennsylvania, 19103
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