Unclaimed Profile

Marilyn Bier Winiecki

WHARTONHILL INVESTMENT ADVISORS·FORT WASHINGTON, Pennsylvania

Series 7, Series 66Clean record19 years registeredWHARTONHILL INVESTMENT ADVISORS

451 SOUTH BETHLEHEM PIKE, FORT WASHINGTON, PA 19034CRD# 5143189Firm CRD# 151483

Profile Verification

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

Identity

Marilyn Bier Winiecki · FORT WASHINGTON, PA

Registration

CRD #5143189 · WHARTONHILL INVESTMENT ADVISORS · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WHARTONHILL INVESTMENT ADVISORS

INDEPENDENT FINANCIAL PARTNERS

Sep 2016 – May 2023

Fort Washington, PA

WHARTONHILL INVESTMENT ADVISORS

Oct 2009 – Oct 2016

FORT WASHINGTON, PA

NRP ADVISORS, INC.

Sep 2008 – Dec 2009

FORT WASHINGTON, PA

LEHMAN BROTHERS INC.

Jan 2007 – Oct 2008

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 15, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WHARTONHILL INVESTMENT ADVISORS

CRD 151483 · SEC 801-70611

AUM

$169M

Regulatory assets under management

Employees

353 client accounts

Services offered by WHARTONHILL INVESTMENT ADVISORS

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WHARTONHILL INVESTMENT ADVISORS →

Introduction

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Frequently Asked Questions

What services does Marilyn Bier Winiecki offer?

Marilyn Bier Winiecki specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Marilyn Bier Winiecki's credentials?

Marilyn Bier Winiecki is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marilyn Bier Winiecki located?

Marilyn Bier Winiecki is based in FORT WASHINGTON, Pennsylvania, last registered with WHARTONHILL INVESTMENT ADVISORS.

How does Marilyn Bier Winiecki charge for services?

Marilyn Bier Winiecki'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 WHARTONHILL INVESTMENT ADVISORS?

WHARTONHILL INVESTMENT ADVISORS has approximately 3 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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