Capitol Securities Management
47yrs
Top advisor by experience in Tampa
1yr
Erik Marsh
Financial advisor at Level UP Wealth Management
Erik Marsh is a fiduciary financial advisor in Tampa, Florida, with 1 year in the industry. Erik joined Level UP Wealth Management in 2025, a firm offering financial planning and investment management. Level UP Wealth Management reports being paid through a percentage of assets and hourly fees.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
OfficeTampa, FL
How the firm is paid ?Percent of assets, Hourly
States licensed ?1 state
Services through Level UP Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Nov 2025 – nowLevel UP Wealth ManagementCurrent firm
Contact Erik
(813) 505-5989Level UP Wealth Management main office Tampa, FLOffice · Get directions Firm websitelevelupwealthmanagement.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Erik
Tailored to Erik’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Erik
How do I contact Erik?
Call Level UP Wealth Management at (813) 505-5989 and ask for Erik Marsh. Erik works from the Tampa, FL office.
How long has Erik been a financial advisor?
Erik has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Erik hold?
Series 65. Tap any license on this page to see what it allows.
Is Erik a fiduciary?
Erik is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Erik paid?
Level UP Wealth Management reports being paid by a percentage of the assets they manage, hourly fees. Ask Erik for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
J. W. Cole Advisors
47yrs
Top advisor by experience at J. W. Cole Advisors
Ameriprise Financial Services
47yrs
Top 1% by experience in Tampa
Morgan Stanley
46yrs
Top 1% by experience in Tampa
Capitol Securities Management
46yrs
Top 1% by experience in Tampa
Capitol Securities Management
46yrs
Top 1% by experience in Tampa