David Marsico, financial advisor Media PA
93 score

David Marsico

CRD Number: 4578753
Current Firm: Securian Financial Services, Inc.

David Marsico (CRD# 4578753) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Media, PA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Wexco Financial Group Media, PA Jan 2016 - Current < 1
Securian Financial Services Inc. St. Paul, MN Jan 2016 - Current < 1
Minnesota Life Insurance Co St Paul, MN Jan 2016 - Current < 1
Pershing LLC King Of Prussia, PA Sep 2011 - Jan 2016 4
Lockwood Advisors, Inc. King Of Prussia, PA Sep 2011 - Jan 2016 4
Pershing LLC Malvern, PA Jan 2008 - Sep 2011 3
Lockwood Advisors Inc. Malvern, PA Jan 2008 - Sep 2011 3
Minnesota Life Insurance Co St. Paul, MN Oct 2007 - Dec 2007 < 1
Securian Financial Services, Inc. St. Paul, MN Oct 2007 - Dec 2007 < 1
Wexco Financial Group Media, PA Oct 2007 - Dec 2007 < 1
Rittenhouse Asset Management Radnor, PA May 2005 - Sep 2007 2
Nuveen Investments Radnor, PA Apr 2005 - Sep 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Sep 2006
Contact Info for David D. Marsico
Phone Number: 651-665-5609
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
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)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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