Marisa Joelson, financial advisor New York NY

Marisa Joelson

CRD Number: 2664624
Current Firm: Savvy

Marisa Joelson (CRD# 2664624) is an Investment Advisor Representative working at Savvy in New York, NY and has over 18 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Savvy New York, NY Oct 2023 - Current < 1
Perigon Wealth Management, LLC San Francisco, CA Sep 2018 - Sep 2023 5
Lincoln Financial Advisors Corporation Vienna, VA Jul 2017 - Sep 2018 1
Bank Of America, N.a. Washington, DC Jan 2015 - Jul 2017 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington, DC Jun 2014 - Jul 2017 3
None Arlington, VA Oct 2012 - Jun 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2005
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Marisa Joelson
Phone Number: 833-745-6789
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    115
    MILLIONS
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $468,174
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AR, CA, CO, DE, FL, ID, IL, KY, MA, NJ, NY, OR, PA, TX, WA

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