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Jeffrey Donald Lott

MARION WEALTH MANAGEMENT, LLC·MONROEVILLE, Pennsylvania
Clean recordMARION WEALTH MANAGEMENT, LLC
2790 MOSSIDE BLVD, MONROEVILLE, PA 15146CRD# 3018148Firm CRD# 315730

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Donald Lott · MONROEVILLE, PA
Registration
CRD #3018148 · MARION WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Donald Lott is a registered financial advisor based in MONROEVILLE, Pennsylvania, affiliated with MARION WEALTH MANAGEMENT, 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
Introduction

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03

Firm Overview

Firm
MARION WEALTH MANAGEMENT, LLC
MARION WEALTH MANAGEMENT
AUM
$414M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MARION WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3018148
Firm CRD# 315730
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Donald Lott offer?
Jeffrey Donald Lott specializes in Financial Planning, Investment Management. Contact their office in MONROEVILLE, Pennsylvania for a consultation.
What are Jeffrey Donald Lott's credentials?
Jeffrey Donald Lott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Donald Lott located?
Jeffrey Donald Lott is based in MONROEVILLE, Pennsylvania, working with MARION WEALTH MANAGEMENT, LLC. Their office serves clients in the MONROEVILLE metropolitan area and surrounding communities.
How does Jeffrey Donald Lott charge for services?
Jeffrey Donald Lott's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARION WEALTH MANAGEMENT, LLC?
MARION WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $414M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MARION WEALTH MANAGEMENT, LLC

Michael Stanley Marion
MONROEVILLE, PA

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Research
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