Marello Investment Advisors, Inc.
Marello Investment Advisors, Inc. (CRD# 112946) is a financial advisory firm headquartered in Valley Village, CA. They manage $34,476,091 in 69 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management34MILLION
Total Number of Accounts69ACCOUNTS
Average Account Value$499,653
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
Jennifer Lotta (CRD# 2856533) is an Investment Advisor Representative working at Marello Investment Advisors, Inc. in Rochester, NY and has over 18 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.