Marjun Tare has been an investment adviser representative at Selective Wealth Management since August 2017, and is not listed among the firm’s executive officers or direct owners.
Selective Wealth Management, Inc. is a Forest, VA firm with $455M under management, 697 clients and 8 advisers across 7 offices, as of its May 2026 filing.
- – present · 9 yearsCharlotte, NC · Adviser representative · Firm CRD 164882
Investment adviser representative registrations
Marjun Tare is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from August 2017; the most recent is North Carolina, in September 2023.
- North CarolinaSince 27 September 2023
- TexasResidentSince 16 June 2021
- VirginiaSince 3 August 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 August 2017 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6841791
- Firm
- Selective Wealth Management · CRD 164882
- Office
- 227 W Trade St, Unit 1290, Charlotte, NC 28202
- Registration
- Investment adviser registration
- In the industry since
- August 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Marjun Tare work?
Marjun Tare is an investment adviser representative registered through Selective Wealth Management, Inc. since August 2017, and is not listed among the firm’s executive officers or direct owners.
Is Marjun Tare a financial advisor?
Yes. Marjun Tare has a current investment-adviser registration in North Carolina, Texas and Virginia, through Selective Wealth Management since August 2017.
How many years of experience does Marjun Tare have?
Marjun Tare has 9 years in the financial industry, since August 2017, across 1 adviser firm.
What exams has Marjun Tare passed?
Marjun Tare passed the Series 65 in August 2017.
Where is Marjun Tare based?
Marjun Tare’s registered office is in Charlotte, NC.
Is Marjun Tare registered with FINRA?
No. Marjun Tare has no current broker registration.
How can I verify Marjun Tare’s record?
Search CRD 6841791 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marjun Tare’s full registration record.
