David John Marotta, financial advisor Charlottesville VA
103 score

David John Marotta

CRD Number: 3120641
Current Firm: Marotta Wealth Management, Inc.
Compensation Model: Fee Only
David Marotta (CRD# 3120641) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has over 9 years of experience in the finance industry. David Marotta 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Marotta Asset Management Charlottesville, VA Dec 1998 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2007
Contact Info for David John Marotta
By the Numbers
  • Total Assets Under Management
    258
    MILLIONS
  • Total Number of Accounts
    973
    ACCOUNTS
  • Average Account Value
    $265,166
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, NC, NJ, NY, TX, VA, WA

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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