Investment adviser representative · Unity Financial Planning Group LLC
Wade Marcy
CRD 7311972 · Acworth, GA
At a glance
Wade Marcy is an investment adviser representative with Unity Financial Planning Group LLC in Acworth, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Wade’s SEC record dates to 2023, about 3 years ago.
Current advisory firm
- Unity Financial Planning Group LLCSince January 2025Acworth, GA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 4 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Wade’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.