Partner; COO · Guardian Wealth Advisors, LLC
Marissa L. Pratt
CRD 7719304 · Named on Form ADV at one SEC-registered adviser
At a glance
Guardian Wealth Advisors, LLC, an SEC-registered wealth manager based in Raleigh, NC with $2.7 billion in regulatory assets, lists Marissa L. Pratt on its Form ADV as Partner; COO, a control person.
Firms and roles
- Guardian Wealth Advisors, LLCPartner; COOWealth manager · Raleigh, NC · $2.7B in regulatory assets
AtlasMembers
Marissa’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Christian D. KeedyManaging Partner; CCO, Guardian Wealth Advisors, LLC
- David T. MisenheimerManaging Partner, Guardian Wealth Advisors, LLC
- Michael J. HensleyManaging Partner, Guardian Wealth Advisors, LLC
- Gregory T. RhinehardtPartner, Guardian Wealth Advisors, LLC
- Russell B. SmithPartner, Guardian Wealth Advisors, LLC
1 more person named with Marissa on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marissa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.