Perry Reghetti (CRD# 3198735) is an Investment Advisor Representative working at Marcum Wealth, LLC in Akron, OH and has over 24 years of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 5069849
Strategic Wealth Partners, Ltd.
CRD# 6053832
Voya Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Marcum Wealth, LLC | Mayfield Village, OH | Jun 2017 - Current | 6 |
| Wunderlich Securities, Inc. | Hartville, OH | Mar 2007 - Jun 2017 | 10 |
| Reghetti & Associates, LLC | Hartville, OH | Jan 2003 - Jun 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
- TX
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Total Assets Under Management2,576MILLIONS
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Total Number of Accounts6,904ACCOUNTS
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Average Account Value$373,173
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Other
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