John Marcelia, financial advisor Winter Garden FL

John Marcelia

CRD Number: 4187580
Current Firm: M Group

John Marcelia (CRD# 4187580) is an Investment Advisor Representative working at M Group in Winter Garden, FL and has over 22 years of experience in the finance industry.

Similar Advisors
Peter Abbate, financial advisor Winter Garden FL
Peter Abbate
CRD# 6127350
Merit Financial Advisors
Similar Advisors
Gregory Abdalla, financial advisor Winter Garden FL
Gregory H. Abdalla
CRD# 6160017
Securian Financial Services, Inc.
Similar Advisors
Gary Abely, financial advisor Winter Garden FL
Gary S. Abely
CRD# 2811837
Certified Advisory Corp
Company Name Location Dates Years
Lpl Financial LLC Medford, OR Nov 2013 - Current 8
M Group Investment Advisor, LLC Medford, OR Nov 2011 - Current 10
Kms Financial Services, Inc. Seattle, WA Mar 2001 - Nov 2013 12
Breeze Financial Group, Inc. Medford, OR Sep 1993 - Nov 2013 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2000
Contact Info for John A. Marcelia
Phone Number: 541-708-1922
Firm Website:
Registered State(s):
  • CA
  • FL
  • OR
  • TX
  • WA
Current Firm Details
M Group
Firm's CRD Number: 160128
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from John Marcelia and other advisors.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.