Michael Marvin has been President and CCO of TAM Financial Advisors since May 2003, is a control person of the firm and directly owns 75% or more of it.
Tam Financial Advisors, LLC is a firm with $171M under management, 92 clients and 1 adviser in one office, as of its February 2026 filing.
Michael Marvin’s longest registration is the current one, 21 years at TAM Financial Advisors since 2005.
- Apella WealthAlso current– present · under a yearAnnapolis, MD · Adviser representative · Firm CRD 171106
- Tam Financial Advisors, LLCCurrent– present · 21 yearsAnnapolis, MD · Adviser representative · Firm CRD 125496
Investment adviser representative registrations
Michael Marvin is registered as an investment adviser representative in 4 states. The first approvals date from August 2005; the most recent is Virginia, in April 2026.
- ConnecticutSince 12 March 2026
- MarylandSince 8 August 2005
- TexasSince 12 March 2026
- VirginiaSince 14 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 October 2002 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Loren Marvin
- CRD
- 4667334
- Firm
- TAM Financial Advisors · CRD 125496
- Role
- President and CCO
- Office
- 1441 PLEASANT LAKE ROAD, Annapolis, MD 21401
- Registration
- Investment adviser registration
- In the industry since
- March 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Marvin work?
Michael Marvin has been President and CCO of Tam Financial Advisors, LLC since May 2003, and is a control person of the firm.
Is Michael Marvin a financial advisor?
Yes. Michael Marvin has a current investment-adviser registration in Connecticut, Maryland, Texas and Virginia, through TAM Financial Advisors since August 2005.
How many years of experience does Michael Marvin have?
Michael Marvin has 21 years in the financial industry, since March 2005, across 2 adviser firms.
What exams has Michael Marvin passed?
Michael Marvin passed the Series 65 in October 2002.
Where did Michael Marvin work before TAM Financial Advisors?
Before TAM Financial Advisors, Michael Marvin was registered through Tam Financial Advisors, July 2003 to December 2003.
Where is Michael Marvin based?
Michael Marvin’s registered office is in Annapolis, MD.
Is Michael Marvin registered with FINRA?
No. Michael Marvin has no current broker registration.
How can I verify Michael Marvin’s record?
Search CRD 4667334 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Marvin’s full registration record.