Unclaimed Profile

Marni-Lee Dye

WORTHINGTON FINANCIAL PARTNERS LLC·WORTHINGTON, Ohio

SIE, Series 7, Series 7TO, Series 8, Series 9, Series 10, Series 24, Series 63, Series 66Clean record23 years registeredWORTHINGTON FINANCIAL PARTNERS LLC

57 EAST WILSON BRIDGE ROAD, WORTHINGTON, OH 43085CRD# 1386647Firm CRD# 312951

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marni-Lee Dye · WORTHINGTON, OH

Registration

CRD #1386647 · WORTHINGTON FINANCIAL PARTNERS LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WORTHINGTON FINANCIAL PARTNERS LLC

WORTHINGTON WEALTH MANAGEMENT

Apr 2021 – Jun 2023

WORTHINGTON, OH

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

Feb 2019 – May 2021

COLUMBUS, OH

MORGAN STANLEY

Sep 2013 – Dec 2018

COLUMBUS, OH

J.P. MORGAN SECURITIES LLC

Jan 2013 – Aug 2013

COLUMBUS, OH

JANNEY MONTGOMERY SCOTT LLC

Jul 2009 – Jan 2011

BOCA RATON, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 2008 – May 2009

SAINT PETERSBURG, FL

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Mar 2006 – Jan 2007

ORLANDO, FL

ADVEST, INC.

Mar 2003 – Mar 2006

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 8

Series 9

Series 10

Series 24

Series 63

Series 66

Registration record

First registered · March 27, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WORTHINGTON FINANCIAL PARTNERS LLC

CRD 312951 · SEC 801-120511

AUM

$101M

Regulatory assets under management

Employees

285 client accounts

Services offered by WORTHINGTON FINANCIAL PARTNERS LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WORTHINGTON FINANCIAL PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Marni-Lee Dye offer?

Marni-Lee Dye specializes in Investment Management, Fee-Only Advisory.

What are Marni-Lee Dye's credentials?

Marni-Lee Dye is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marni-Lee Dye located?

Marni-Lee Dye is based in WORTHINGTON, Ohio, last registered with WORTHINGTON FINANCIAL PARTNERS LLC.

How does Marni-Lee Dye charge for services?

Marni-Lee Dye's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WORTHINGTON FINANCIAL PARTNERS LLC?

WORTHINGTON FINANCIAL PARTNERS LLC has approximately 6 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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