Samuel Marrella (CRD# 1397028) is an Investment Advisor Representative working at Marrella Private Wealth, LLC in Wyomissing, PA and has over 38 years of experience in the finance industry. Samuel 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 Insurance Group | Wyomissing, PA | Oct 2023 - Current | < 1 |
| Marrella Private Wealth, LLC | Wyomissing, PA | Aug 2023 - Current | < 1 |
| Marrella Financial Group | Wyomissing, PA | Oct 2017 - Oct 2023 | 6 |
| Raymond James Financial Services Advisors, Inc. | Wyomissing, PA | Jan 2009 - Oct 2023 | 14 |
| Raymond James Financial Services, Inc. | Wyomissing, PA | Aug 2002 - Oct 2023 | 21 |
| Marrella Financial Group | Wyomissing, PA | Aug 2002 - Oct 2023 | 21 |
| Insurance - Non Variable | Wyomissing, PA | Jan 2001 - Dec 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1985 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1991 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management453MILLIONS
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Total Number of Accounts2,090ACCOUNTS
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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
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