Richard Marciano, financial advisor Morristown NJ

Richard Marciano

CRD Number: 6069709
Current Firm: Private Advisor Group, LLC

Richard Marciano (CRD# 6069709) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 11 years of experience in the finance industry.

Similar Advisors
Danna Jacobs, financial advisor Morristown NJ
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Michael Kay, financial advisor Morristown NJ
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
David Fowler, financial advisor Morristown NJ
David A. Fowler
CRD# 5146297
Origin Investment Advisory LLC
Company Name Location Dates Years
Lpl Financial LLC West Hartford, CT May 2023 - Current < 1
Private Advisor Group, LLC Morristown, NJ Jul 2021 - Current 2
Aurum Wealth Management Group, LLC Mayfield Village, OH Jul 2020 - Apr 2021 < 1
Marcum Wealth Management, LLC West Hartford, CT Oct 2018 - Jul 2020 1
Cibc Private Wealth Chicago, IL Jan 2017 - Aug 2018 1
Ubs Financial Services Inc. Boston, MA Jan 2013 - Jan 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Richard M. Marciano
Phone Number: 973-538-7010
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    31,536
    MILLIONS
  • Total Number of Accounts
    122,156
    ACCOUNTS
  • Average Account Value
    $258,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Richard Marciano and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.