Andrew Maron (CRD# 2962191) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Allentown, PA and has over 26 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Fogelsville, PA | Nov 2018 - Current | 5 |
| Client 1st Financial | Foglesville, PA | Oct 2014 - Current | 9 |
| Sii | Fogelsville, PA | Oct 2014 - Nov 2018 | 4 |
| Great Valley Advisor Group, Inc. | Allentown, PA | Jan 2014 - Oct 2014 | < 1 |
| Lpl Financial Corporation | Allentown, PA | Sep 2009 - Oct 2014 | 5 |
| Maron Financial Solutions | Slatington, PA | Jan 2001 - Oct 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2005 |
- PA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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