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Marissa Gerhart Illingworth

P. J. ROLAND, LTD.·HARLEYSVILLE, Pennsylvania
SIE, Series 7, Series 66Clean record7 years registeredP. J. ROLAND, LTD.
484 HARLEYSVILLE PIKE, HARLEYSVILLE, PA 19438CRD# 6389504Firm CRD# 109557

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marissa Gerhart Illingworth · HARLEYSVILLE, PA
Registration
CRD #6389504 · P. J. ROLAND, LTD. · 7 years registered
Brand Profile
Not yet started
01

Career History

SUMMIT FINANCIAL, LLC
Jul 2024 – present
CANON CAPITAL INVESTMENT ADVISORY
Jan 2019 – Aug 2024
Lancaster, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 17, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
P. J. ROLAND, LTD.
CRD 109557 · SEC 801-56000
AUM
$210M
Regulatory assets under management
Employees
7
1,088 client accounts
Services offered by P. J. ROLAND, LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at P. J. ROLAND, LTD. →
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05

Frequently Asked Questions

What services does Marissa Gerhart Illingworth offer?
Marissa Gerhart Illingworth specializes in Financial Planning, Investment Management. Contact their office in HARLEYSVILLE, Pennsylvania for a consultation.
What are Marissa Gerhart Illingworth's credentials?
Marissa Gerhart Illingworth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marissa Gerhart Illingworth located?
Marissa Gerhart Illingworth is based in HARLEYSVILLE, Pennsylvania, working with P. J. ROLAND, LTD.. Their office serves clients in the HARLEYSVILLE metropolitan area and surrounding communities.
How does Marissa Gerhart Illingworth charge for services?
Marissa Gerhart Illingworth's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is P. J. ROLAND, LTD.?
P. J. ROLAND, LTD. has approximately 7 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at P. J. ROLAND, LTD.

Roger Small
HARLEYSVILLE, PA
Peter James Roland
HARLEYSVILLE, PA
Patricia Ann Webb
HARLEYSVILLE, PA

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