Mycio Wealth Partners, LLC

Mycio Wealth Partners, LLC (CRD# 134436) is a financial advisory firm headquartered in Philadelphia, PA. They manage $12,968,143,520 in 7,648 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    12,968
    MILLION
  • Total Number of Accounts
    7,648
    ACCOUNTS
  • Average Account Value
    $1,695,625
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MT, NC, NJ, NY, OR, PA, SC, TN, TX, VA

Financial Advisors at Mycio Wealth Partners, LLC
Showing 11 - 20 of 33 top financial advisors.
11
Jonathan P. Michewicz
CRD#: 5840317
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104

Jonathan Michewicz (CRD# 5840317) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 13 years of experience in the finance industry.

12
Christopher D. Morello
CRD#: 4968993
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104

Christopher Morello (CRD# 4968993) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 14 years of experience in the finance industry.

13
Justin D. Pagliei
CRD#: 4705020
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104

Justin Pagliei (CRD# 4705020) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 17 years of experience in the finance industry.

14
Stephen J. Rennard
CRD#: 5667708
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104

Stephen Rennard (CRD# 5667708) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 14 years of experience in the finance industry.

15
Steven J. Scott
CRD#: 6182241
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104

Steven Scott (CRD# 6182241) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has 1 year of experience in the finance industry.

16
Robert J. Shaw
CRD#: 2428102
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104

Robert Shaw (CRD# 2428102) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 30 years of experience in the finance industry.

17
William J. Stanley
CRD#: 6560772
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104

William Stanley (CRD# 6560772) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 8 years of experience in the finance industry.

18
Timothy Tomalavage
CRD#: 6187454
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104

Timothy Tomalavage (CRD# 6187454) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 10 years of experience in the finance industry.

19
Anthony J. Voce
CRD#: 6617896
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104

Anthony Voce (CRD# 6617896) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 8 years of experience in the finance industry.

20
David J. Benson
CRD#: 7465587
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104

David Benson (CRD# 7465587) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has 1 year of experience in the finance industry.

PREV ... 1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.