Paul Marrella (CRD# 1925779) is an Investment Advisor Representative working at Marrella Private Wealth, LLC in Wyomissing, PA and has over 28 years of experience in the finance industry. Paul Marrella 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# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6691058
Vanguard Advisers, Inc.
CRD# 6161273
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Marrella Private Wealth, LLC | Wyomissing, PA | Oct 2023 - Current | < 1 |
| N/a | Wyomissing, PA | Aug 2014 - Current | 9 |
| Greenbriar Founders | Mohnton, PA | Mar 2003 - Current | 21 |
| Owner Of Local Bank Stock | Wyomissing, WY | Jan 2003 - Current | 21 |
| Marrella Insurance Group | Wyomissing, WY | Jan 2001 - Current | 23 |
| Marrella Financial Group | Wyomissing, PA | Feb 2018 - Oct 2023 | 5 |
| Raymond James Financial Services Advisors, Inc. | Wyomissing, PA | Jan 2009 - Oct 2023 | 14 |
| Raymond James Financial Services, Inc. | Wyomissing, PA | Jan 2001 - Oct 2023 | 22 |
| Marrella Financial Group, LLC | Wyomissing, PA | Jan 2001 - Oct 2023 | 22 |
| N/a | Wyomissing, PA | Jun 2012 - Aug 2019 | 7 |
| Non-variable Insurance | Wyomissing, PA | Jan 2006 - Aug 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1999 |
- PA
-
Total Assets Under Management453MILLIONS
-
Total Number of Accounts2,090ACCOUNTS
-
Average Account Value$216,608
- A percentage of assets under your management
- 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
- Educational seminars/workshops
DE, FL, MD, NJ, PA, SC, TX
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.