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Financial ADVSR advisor directory · SEC adviser records

Marion Wealth Management financial advisors in Monroeville, PA

Every SEC-registered investment adviser representative at a Marion Wealth Management office in Monroeville, A to Z.

The short answer

4 registered advisors work at Marion Wealth Management in Monroeville, out of 4 at the firm nationwide; it ranks number 8 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Marion Wealth Management advisors in Monroeville, A to Z

Every Marion Wealth Management advisor →

Marion Wealth Management advisors in every city and state →Marion Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Monroeville

All Monroeville advisors →

Citizens Securities, Inc. 18Ameriprise Financial Services, LLC 13Morgan Stanley 9LPL Financial LLC 8Cetera Investment Advisers LLC 6Raymond James & Associates, Inc. 6PNC Wealth Management LLC 5Northwestern Mutual Investment Services, LLC 4Osaic Wealth, Inc. 4Ae Wealth Management, LLC 3

Questions

How many financial advisors does Marion Wealth Management have in Monroeville?

4 investment adviser representatives are registered at Marion Wealth Management offices in Monroeville, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Marion Wealth Management one of the largest advisor employers in Monroeville?

Marion Wealth Management ranks number 8 in Monroeville by registered advisors; Citizens Securities, Inc. has the most, with 18.

How do I check a Marion Wealth Management advisor in Monroeville?

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 Marion Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.