Financial ADVSR advisor directory · SEC adviser records
Marotta Wealth Management, Inc. financial advisors in Virginia
Every SEC-registered investment adviser representative at a Marotta Wealth Management, Inc. office in Virginia, by city and A to Z.
The short answer
8 registered advisors work at Marotta Wealth Management, Inc. in Virginia, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in Charlottesville (7). 6 list the CFP designation and 0 are also registered broker representatives.
Marotta Wealth Management, Inc. advisors by city in Virginia
Every firm in Virginia →Marotta Wealth Management, Inc. advisors in Virginia, A to Z
Search by name →- Elizabeth L. BrewCharlottesville · Certified Financial Planner
- James M. BrynmorCharlottesville
- Alexandra E. GoldstonCharlottesville
- Elizabeth F. HorbalyCharlottesville · Certified Financial Planner
- David J. MarottaCharlottesville · Certified Financial Planner
- Jacob L. MassanopoliRichmond · Certified Financial Planner
- Megan M. RussellCharlottesville · Certified Financial Planner
- Greg T. VairoCharlottesville · Certified Financial Planner
Marotta Wealth Management, Inc. advisors in every state →Marotta Wealth Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Marotta Wealth Management, Inc. financial advisors are in Virginia?
8 investment adviser representatives are registered at Marotta Wealth Management, Inc. offices in Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Where in Virginia does Marotta Wealth Management, Inc. have the most advisors?
Charlottesville, with 7, then Richmond (1). Marotta Wealth Management, Inc. has advisors in 2 cities in Virginia.
How do I check a Marotta Wealth Management, Inc. advisor in Virginia?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Marotta Wealth Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.