Marcus Griffin has been an investment adviser representative at Lifeworks Advisors since April 2026, and is not listed among the firm’s executive officers or direct owners.
Lifeworks Advisors, LLC is a Grand Rapids, MI firm with $967M under management, 1,814 clients and 40 advisers across 37 offices, as of its June 2026 filing.
Marcus Griffin is Senior Advisor, Partner of Lifeworks Advisors, based in Laguna Niguel, California. Early in his career he managed institutional portfolios for Invesco and Bank of America, then moved to a multi-family office. He founded Narrow Gate Wealth Management before partnering with Lifeworks Advisors, and works with women and their families on retirement, widowhood and financial independence.
Marcus Griffin’s longest registration was 7 years at Crawford Investment Counsel Inc (2013–2021). Before joining Lifeworks Advisors in 2026, Marcus Griffin was registered through Mariner Independent and Narrow Gate Wealth Management LLC.
- Lifeworks Advisors, LLCCurrent– present · under a yearLaguna Niguel, CA · Adviser representative · Firm CRD 288255
- Mariner Independent– · 3 yearsDana Point, CA · Adviser representative · Firm CRD 305418
- Narrow Gate Wealth Management LLC– · 1 yearSan Juan Capistrano, CA · Adviser representative · Firm CRD 314836
- Crawford Investment Counsel Inc– · 7 yearsAliso Viejo, CA · Adviser representative · Firm CRD 110271
- Glenmore Advisors, LLC– · 1 yearAtlanta, GA · Adviser representative · Firm CRD 152975
- Genspring Family Offices, LLC– · 4 yearsAtlanta, GA · Adviser representative · Firm CRD 109278
Professional designations
Listed by Lifeworks Advisors
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Marcus Griffin is registered as an investment adviser representative in California, since April 2026.
- CaliforniaSince 8 April 2026
Examinations
No examinations are on Marcus Griffin’s record.
- Full name
- Marcus Vann Griffin
- CRD
- 4187137
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- Laguna Niguel, CA
- Registration
- Investment adviser registration
- In the industry since
- June 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeworksadvisors.com
Where does Marcus Griffin work?
Marcus Griffin is an investment adviser representative registered through Lifeworks Advisors, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Marcus Griffin a financial advisor?
Yes. Marcus Griffin has a current investment-adviser registration in California, through Lifeworks Advisors since April 2026.
How many years of experience does Marcus Griffin have?
Marcus Griffin has 19 years in the financial industry, since June 2007, across 6 adviser firms.
Where did Marcus Griffin work before Lifeworks Advisors?
Before Lifeworks Advisors, Marcus Griffin was registered through Mariner Independent, August 2022 to March 2026; Narrow Gate Wealth Management LLC, May 2021 to December 2022; Crawford Investment Counsel Inc, December 2013 to February 2021; Glenmore Advisors, LLC, October 2011 to September 2013; Genspring Family Offices, LLC, June 2005 to May 2010.
Where is Marcus Griffin based?
Marcus Griffin’s registered office is in Laguna Niguel, CA.
Is Marcus Griffin registered with FINRA?
No. Marcus Griffin has no current broker registration.
Is Marcus Griffin a CFA charterholder?
Lifeworks Advisors lists Marcus Griffin with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Marcus Griffin’s record?
Search CRD 4187137 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marcus Griffin’s full registration record.
