Kader Joseph
Marquise Wealth Management · Charlotte, North Carolina
Kader Joseph is a fee-only financial advisor at Marquise Wealth Management in Charlotte, North Carolina, who holds the CFP credential. Marquise Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Marquise Wealth Management |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $38.9M across 69 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6371629 |
| Exams passed | Series 63 (2015) · Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.marquisewealthmanagement.com |
| Profile |
How Kader's firm compares
- Marquise Wealth Management's average account is about $563,000, from its Form ADV (assets managed divided by 69 accounts).
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Questions about Kader
Is Kader Joseph a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kader holds no broker registration, and Marquise Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kader charge for financial advice?
Kader's firm, Marquise Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kader Joseph based?
Kader Joseph is based in Charlotte, North Carolina.
What credentials does Kader Joseph hold?
Kader Joseph holds the CFP credential.
Is Kader Joseph registered with the SEC?
Yes. Kader Joseph is registered as an investment adviser representative in NC (CRD 6371629), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marquise Wealth Management manage?
Marquise Wealth Management reports $38.9M across 69 accounts in assets under management.
How do I contact Kader Joseph?
Through Kader's website, www.marquisewealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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