The Fairman Group, LLC

The Fairman Group, LLC (CRD# 121492) is a financial advisory firm headquartered in Chesterbrook, PA. They manage $778,582,168 in 994 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    779
    MILLION
  • Total Number of Accounts
    994
    ACCOUNTS
  • Average Account Value
    $783,282
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
The map below shows states where this firm has explicit registration only.

FL, NJ, PA

Financial Advisors at The Fairman Group, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Marianne Coccia
CRD#: 2573405
300 Berwyn Park, Ste. 202, Berwyn, PA 19312

Marianne Coccia (CRD# 2573405) is an Investment Advisor Representative working at The Fairman Group, LLC in Berwyn, PA and has over 29 years of experience in the finance industry.

2
Roy M. Fairman
CRD#: 4559776
1200 Liberty Ridge Dr Ste 320, Chesterbrook, PA 19087

Roy Fairman (CRD# 4559776) is an Investment Advisor Representative working at The Fairman Group, LLC in Chesterbrook, PA and has over 16 years of experience in the finance industry.

3
Ryan J. Gelrod
CRD#: 2542098
1200 Liberty Ridge Dr Ste 320, Chesterbrook, PA 19087

Ryan Gelrod (CRD# 2542098) is an Investment Advisor Representative working at The Fairman Group, LLC in Chesterbrook, PA and has over 29 years of experience in the finance industry.

4
Patrick R. Gorgonzola
CRD#: 6081977
1200 Liberty Ridge Dr Ste 320, Chesterbrook, PA 19087

Patrick Gorgonzola (CRD# 6081977) is an Investment Advisor Representative working at The Fairman Group, LLC in Chesterbrook, PA and has over 11 years of experience in the finance industry.

5
Andrew R. Green
CRD#: 5670948
1200 Liberty Ridge Dr Ste 320, Chesterbrook, PA 19087

Andrew Green (CRD# 5670948) is an Investment Advisor Representative working at The Fairman Group, LLC in Chesterbrook, PA and has over 14 years of experience in the finance industry.

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

Shawn Kindt (CRD# 4559777) 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.

7
Douglas E. Morisoli
CRD#: 1341003
300 Berwyn Park, Ste. 202, Berwyn, PA 19312

Douglas Morisoli (CRD# 1341003) is an Investment Advisor Representative working at The Fairman Group, LLC in Berwyn, PA and has over 28 years of experience in the finance industry.

8
Taylor D. Sittig
CRD#: 6378638
1200 Liberty Ridge Dr Ste 320, Chesterbrook, PA 19087

Taylor Sittig (CRD# 6378638) is an Investment Advisor Representative working at The Fairman Group, LLC in Chesterbrook, PA and has over 8 years of experience in the finance industry.

9
Kelley R. Taylor
CRD#: 5422106
1200 Liberty Ridge Dr Ste 320, Chesterbrook, PA 19087

Kelley Taylor (CRD# 5422106) is an Investment Advisor Representative working at The Fairman Group, LLC in Chesterbrook, PA and has over 16 years of experience in the finance industry.

10
Kyle D. French
CRD#: 7496827
1200 Liberty Ridge Dr Ste 320, Chesterbrook, PA 19087

Kyle French (CRD# 7496827) is an Investment Advisor Representative working at The Fairman Group, LLC in Chesterbrook, PA and has 1 year of experience in the finance industry.

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