Marlene Dattilo (CRD# 1466456) is an Investment Advisor Representative working at Arkadios Wealth Advisors in East Rochester, NY and has over 36 years of experience in the finance industry. Marlene Dattilo 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.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arkadios Capital | Atlanta, GA | Apr 2022 - Current | 2 |
| Arkadios Wealth Advisors | Atlanta, GA | Apr 2022 - Current | 2 |
| Mml Investors Services, Inc. | Rochester, NY | Feb 1999 - Apr 2022 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1988 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1997 |
- NY
- TX
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Total Assets Under Management2,681MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$2,681,123,534
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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