Robert Marsh has held the title Member at Premier Private Wealth Management since May 2024, is a control person of the firm and directly owns between 50% and 75% of it. Robert Marsh holds a Bachelor's degree in business with a concentration in Finance from the University of South Florida.
Premier Private Wealth Management, LLC is a Palm Harbor, FL firm with $126M under management, 700 clients and 2 advisers across 2 offices, as of its February 2026 filing.
Robert Marsh is Financial Advisor, Managing Partner of Premier Private Wealth Management, based in Palm Harbor, Florida. Marsh serves as Managing Partner and CEO and specializes in tax-efficient wealth management and comprehensive financial planning. With over 15 years of experience, Marsh previously worked with Waddell & Reed and Gulf Coast Advisors.
Robert Marsh’s longest registration was 8 years at Realta Investment Advisors, Inc (2016–2024). Before joining Premier Private Wealth Management in 2024, Robert Marsh was registered through Realta Investment Advisors, Inc and Waddell & Reed.
- – present · 2 yearsPalm Harbor, FL · Adviser representative · Firm CRD 331860
- Realta Investment Advisors, Inc– · 8 yearsPalm Harbor, FL · Adviser representative · Firm CRD 134952
- Waddell & Reed– · 5 yearsTampa, FL · Adviser representative · Firm CRD 866
Professional designations
Listed by Premier Private Wealth Management
- Accredited Wealth Management Advisor® (AWMA®)
Investment adviser representative registrations
Robert Marsh is registered as an investment adviser representative in 3 states. The first approvals date from August 2024; the most recent is Georgia, in January 2025.
- FloridaSince 8 August 2024
- GeorgiaSince 15 January 2025
- TexasSince 12 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 April 2011 |
| Series 7 | General Securities Representative Examination | 9 February 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Edward Marsh
- CRD
- 5869457
- Firm
- Premier Private Wealth Management · CRD 331860
- Role
- Member
- Office
- 1025 OHIO AVENUE, Palm Harbor, FL 34683
- Registration
- Investment adviser registration
- In the industry since
- February 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- premierprivatewealthmgt.com
Where does Robert Marsh work?
Robert Marsh has held the title Member at Premier Private Wealth Management, LLC since May 2024, and is a control person of the firm.
Is Robert Marsh a financial advisor?
Yes. Robert Marsh has a current investment-adviser registration in Florida, Georgia and Texas, through Premier Private Wealth Management since August 2024.
How many years of experience does Robert Marsh have?
Robert Marsh has 15 years in the financial industry, since February 2011, across 3 adviser firms.
What exams has Robert Marsh passed?
Robert Marsh has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2011. FINRA credited Robert Marsh with the SIE, which began in October 2018.
Where did Robert Marsh work before Premier Private Wealth Management?
Before Premier Private Wealth Management, Robert Marsh was registered through Realta Investment Advisors, Inc, May 2016 to August 2024; Waddell & Reed, April 2011 to May 2016.
Where is Robert Marsh based?
Robert Marsh’s registered office is in Palm Harbor, FL.
Is Robert Marsh registered with FINRA?
No. Robert Marsh has no current broker registration.
How can I verify Robert Marsh’s record?
Search CRD 5869457 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Marsh’s full registration record.
