Marello Investment Advisors, Inc.

Marello Investment Advisors, Inc. (CRD# 112946) is a financial advisory firm headquartered in Valley Village, CA. They manage $35,913,489 in 82 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $437,969
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Marello Investment Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jennifer L. Lotta
CRD#: 2856533
200 Canal View Boulevard, Suite 204, Rochester, NY 14623
96
Wealthminder
score

Jennifer Lotta (CRD# 2856533) is an Investment Advisor Representative working at Marello Investment Advisors, Inc. in Rochester, NY and has over 17 years of experience in the finance industry. Jennifer Lotta 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.

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