Claim Profile
MA

Marie Annette

WASHINGTON & SCOVILLE, LLC·INDIANAPOLIS, Indiana
Unclaimed Profile
500 E OHIO STREET, INDIANAPOLIS, IN 46240CRD# 6541825Firm CRD# 281152
01

About

Marie Annette is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with WASHINGTON & SCOVILLE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WASHINGTON & SCOVILLE, LLC
WASHINGTON & SCOVILLE, LLC
AUM
$26M
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 6541825
Firm CRD# 281152
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in INDIANAPOLIS?

Browse all registered financial advisors in INDIANAPOLIS, Indiana or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Marie Annette offer?
Marie Annette specializes in Financial Planning, Investment Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Marie Annette's credentials?
Marie Annette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marie Annette located?
Marie Annette is based in INDIANAPOLIS, Indiana, working with WASHINGTON & SCOVILLE, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Marie Annette charge for services?
Marie Annette's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WASHINGTON & SCOVILLE, LLC?
WASHINGTON & SCOVILLE, LLC has approximately 2 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty