Michael Zarrelli (CRD# 7352577) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has 1 year of experience in the finance industry. Michael Zarrelli 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# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Services Advisory, Inc. | Rockville, MD | Jan 2021 - Current | 3 |
| Financial Services Advisory, Inc. | Rockville, MD | Nov 2018 - Dec 2020 | 2 |
| Longhorn Steakhouse | Salisbury, MD | Sep 2016 - Sep 2020 | 4 |
| Salisbury University | Salisbury, MD | Aug 2015 - Dec 2018 | 3 |
| Pnc Financial Services | Berlin, MD | May 2018 - Sep 2018 | < 1 |
| Shugar Shack | Ocean City, MD | Jun 2017 - Aug 2017 | < 1 |
| Urban Bar-b-que | Sandy Spring, MD | Aug 2013 - Aug 2016 | 3 |
| Sherwood High School | Olney, MD | Aug 2011 - Jun 2015 | 3 |
- MD
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Total Assets Under Management694MILLIONS
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Total Number of Accounts1,981ACCOUNTS
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Average Account Value$350,178
- 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
AZ, CA, CO, DC, DE, FL, IL, IN, LA, MA, MD, MI, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
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