Marsha Otto is a registered investment advisor, based in La Jolla, CA, with 27 years of industry experience.
Location
4275 Executive Square, 5th Floor, La Jolla, CA, 92037
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Marsha is a Director of Mutual Funds at Brandes Investment Partners, LP, overseeing board interactions and operational matters. This asset management role takes up more than full-time hours.
Employment History
Current Registrations
Foreside Fund Services, LLC
July 2024 - Present · 1 yr 9 mos
Foreside Fund Services, LLCBroker
July 2024 - Present · 1 yr 9 mos
Brandes Investment Partners, LP
February 1999 - Present · 27 yrs 2 mos
Previous Registrations
Alps Distributors, INC.Broker
September 2015 - July 2024 · 8 yrs 10 mos
Quasar Distributors, LLCBroker
March 2012 - August 2015 · 3 yrs 5 mos
Jack White & Company, INC.Broker
November 1995 - May 1996 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.