The Fairman Group, LLC

The Fairman Group, LLC (CRD# 121492) is a financial advisory firm headquartered in Berwyn, PA. They manage $384,670,742 in 109 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    385
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $3,529,089
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 businesses (other than small businesses) or institutional clients
  • 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.

PA

Financial Advisors at The Fairman Group, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Marianne Coccia
CRD#: 2573405
300 Berwyn Park, Ste. 202, Berwyn, PA 19312
96
Wealthminder
score

Marianne Coccia (CRD# 2573405) is an Investment Advisor Representative working at The Fairman Group, LLC in Berwyn, PA and has over 21 years of experience in the finance industry. Marianne Coccia 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.

2
Ryan J. Gelrod
CRD#: 2542098
899 Cassatt Road, Suite 115, Berwyn, PA 19312
96
Wealthminder
score

Ryan Gelrod (CRD# 2542098) is an Investment Advisor Representative working at The Fairman Group, LLC in Berwyn, PA and has over 22 years of experience in the finance industry.

3
Douglas E. Morisoli
CRD#: 1341003
300 Berwyn Park, Ste. 202, Berwyn, PA 19312
96
Wealthminder
score

Douglas Morisoli (CRD# 1341003) is an Investment Advisor Representative working at The Fairman Group, LLC in Berwyn, PA and has over 21 years of experience in the finance industry. Douglas Morisoli 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.

4
Roy M. Fairman
CRD#: 4559776
899 Cassatt Road, Suite 115, Berwyn, PA 19312
93
Wealthminder
score

Roy Fairman (CRD# 4559776) is an Investment Advisor Representative working at The Fairman Group, LLC in Berwyn, PA and has over 8 years of experience in the finance industry.

5
Andrew R. Green
CRD#: 5670948
899 Cassatt Road, Suite 115, Berwyn, PA 19312
93
Wealthminder
score

Andrew Green (CRD# 5670948) is an Investment Advisor Representative working at The Fairman Group, LLC in Berwyn, PA and has over 7 years of experience in the finance industry.

6
Shawn P. Kindt
CRD#: 4559777
300 Berwyn Park, Ste. 202, Berwyn, PA 19312
93
Wealthminder
score

Shawn Kindt (CRD# 4559777) is an Investment Advisor Representative working at The Fairman Group, LLC in Berwyn, PA and has over 15 years of experience in the finance industry.

7
Kelley R. Taylor
CRD#: 5422106
899 Cassatt Road, Suite 115, Berwyn, PA 19312
93
Wealthminder
score

Kelley Taylor (CRD# 5422106) is an Investment Advisor Representative working at The Fairman Group, LLC in Berwyn, PA and has over 8 years of experience in the finance industry.

8
Nicholas A. Orlando
CRD#: 6050320
899 Cassatt Road, Suite 115, Berwyn, PA 19312
90
Wealthminder
score

Nicholas Orlando (CRD# 6050320) is an Investment Advisor Representative working at The Fairman Group, LLC in Berwyn, PA and has over 4 years of experience in the finance industry.

9
Nicholas P. Pileggi
CRD#: 6405086
899 Cassatt Road, Suite 115, Berwyn, PA 19312
88
Wealthminder
score

Nicholas Pileggi (CRD# 6405086) is an Investment Advisor Representative working at The Fairman Group, LLC in Berwyn, PA and has 1 year of experience in the finance industry.

10
Cory S. Karr
CRD#: 6539929
899 Cassatt Road, Suite 115, Berwyn, PA 19312
87
Wealthminder
score

Cory Karr (CRD# 6539929) is an Investment Advisor Representative working at The Fairman Group, LLC in Berwyn, PA and has 1 year of experience in the finance industry.

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