Michael Marsh has been an investment adviser representative at Princeton Global Asset Management since December 2024, and is not listed among the firm’s executive officers or direct owners. Michael Marsh holds an MBA from Fordham University Graduate School of Business, a BS from Fairleigh Dickinson University and an Executive Certificate in Financial Planning from Georgetown University. Michael Marsh studied Th.M. in Theology, and M.Div., Divinity at Graduate Theological Union.
Princeton Global Asset Management LLC is a Princeton, NJ firm with $921M under management, 365 clients and 17 advisers in one office, as of its March 2026 filing.
Michael R. Marsh is National Managing Director, Nonprofit Investment Services, of Princeton Global. He has 25 plus years of experience servicing the investment needs of nonprofit institutions and was Founding Director of the Rockefeller Family Office's first Nonprofit Investment Services Department. Before joining the firm he spent the first 15 years of his career working in nonprofits globally.
Michael Marsh’s longest registration was 4 years at Merrill Lynch Investment Managers LP (1999–2004). Before joining Princeton Global Asset Management in 2024, Michael Marsh was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and Northern Trust Investments, Incorporated.
- – present · 1 yearChevy Chase, MD · Adviser representative · Firm CRD 146644
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearBethesda, MD · Adviser representative · Firm CRD 7691
- Northern Trust Investments, Incorporated– · 3 yearsWashington, DC · Adviser representative · Firm CRD 105780
- Rockefeller & Co., Inc.– · 2 yearsNew York, NY · Adviser representative · Firm CRD 106264
- Lynx Investment Advisory,llc– · 1 yearWashington, DC · Adviser representative · Firm CRD 111814
- Suntrust Securities, Inc.– · under a yearWashington, DC · Adviser representative · Firm CRD 17499
- Merrill Lynch Investment Managers LP– · 4 yearsWashington, DC · Adviser representative · Firm CRD 105068
Professional designations
Listed by Princeton Global Asset Management
- Certified Financial Manager (CFM)
Investment adviser representative registrations
Michael Marsh is registered as an investment adviser representative in Maryland, since December 2024.
- MarylandSince 2 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 23 February 2015 |
| Series 65 | Uniform Investment Adviser Law Examination | 26 July 2007 |
| Series 7 | General Securities Representative Examination | 5 March 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael R Marsh
- CRD
- 2770710
- Firm
- Princeton Global Asset Management · CRD 146644
- Office
- Chevy Chase, MD
- Registration
- Investment adviser registration
- In the industry since
- October 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- princetonglobal.com
Where does Michael Marsh work?
Michael Marsh is an investment adviser representative registered through Princeton Global Asset Management LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Michael Marsh a financial advisor?
Yes. Michael Marsh has a current investment-adviser registration in Maryland, through Princeton Global Asset Management since December 2024.
How many years of experience does Michael Marsh have?
Michael Marsh has 24 years in the financial industry, since October 2002, across 7 adviser firms.
What exams has Michael Marsh passed?
Michael Marsh has passed 3 licensing exams: the Series 7, Series 65 and Series 63. The earliest, the Series 7, was passed in March 1998. FINRA credited Michael Marsh with the SIE, which began in October 2018.
Where did Michael Marsh work before Princeton Global Asset Management?
Before Princeton Global Asset Management, Michael Marsh was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, March 2023 to December 2024; Northern Trust Investments, Incorporated, August 2015 to September 2018; Rockefeller & Co., Inc., December 2011 to April 2014; Lynx Investment Advisory,llc, January 2008 to October 2009; Suntrust Securities, Inc., February 2004 to January 2005; Merrill Lynch Investment Managers LP, January 1999 to January 2004.
Where is Michael Marsh based?
Michael Marsh’s registered office is in Chevy Chase, MD.
Is Michael Marsh registered with FINRA?
No. Michael Marsh has no current broker registration.
How can I verify Michael Marsh’s record?
Search CRD 2770710 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Marsh’s full registration record.
