Mark Moretti, financial advisor Pittsburgh PA

Mark Moretti

CRD Number: 5791904
Current Firm: Medwealth Advisors

Mark Moretti (CRD# 5791904) is an Investment Advisor Representative working at Medwealth Advisors in Pittsburgh, PA and has over 12 years of experience in the finance industry. Mark Moretti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Medwealth Advisors Carnegie, PA Mar 2021 - Current 3
Unemployed Rochester, NY Jan 2021 - Mar 2021 < 1
Flower City Capital Rochester, NY Oct 2018 - Jan 2021 2
Unemployed Rochester, NY Jun 2018 - Oct 2018 < 1
Cooper Haims Rochester, NY Jan 2018 - Jun 2018 < 1
Waldron Private Wealth Bridgeville, PA May 2010 - Dec 2017 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Mark A. Moretti
Phone Number: 412-498-5577
Registered State(s):
  • PA
Current Firm Details
Medwealth Advisors
Firm's CRD Number: 314374
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $123,218
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

PA

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