Unclaimed Profile

Michael Stanley Marion

MARION WEALTH MANAGEMENT, LLC·MONROEVILLE, Pennsylvania

SIE, Series 6, Series 7, Series 8, Series 9, Series 10, Series 31, Series 63, Series 65CFPClean record27 years registeredMARION WEALTH MANAGEMENT, LLC

2790 MOSSIDE BLVD, MONROEVILLE, PA 15146CRD# 2076025Firm CRD# 315730

Profile Verification

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

Identity

Michael Stanley Marion · MONROEVILLE, PA

Registration

CRD #2076025 · MARION WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

MARION WEALTH MANAGEMENT

Sep 2021 – present

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Sep 2018 – Apr 2022

MONROEVILLE, PA

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Apr 2017 – Sep 2018

MONROEVILLE, PA

WELLS FARGO CLEARING SERVICES, LLC

Jul 2007 – Apr 2017

MONROEVILLE, PA

FERRIS, BAKER WATTS INCORPORATED

Apr 1999 – Aug 2007

MONROEVILLE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 8

Series 9

Series 10

Series 31

Series 63

Series 65

Registration record

First registered · April 16, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARION WEALTH MANAGEMENT, LLC

CRD 315730 · SEC 801-122279

AUM

$414M

Regulatory assets under management

Employees

1,265 client accounts

Services offered by MARION WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARION WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Stanley Marion offer?

Michael Stanley Marion specializes in Financial Planning, Investment Management. Contact their office in MONROEVILLE, Pennsylvania for a consultation.

What are Michael Stanley Marion's credentials?

Michael Stanley Marion holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Stanley Marion located?

Michael Stanley Marion 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 Michael Stanley Marion charge for services?

Michael Stanley Marion'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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