Unclaimed Profile

Joseph N/a Martell

MERION REALTY ADVISERS, LLC·WYNNEWOOD, Pennsylvania

Clean recordMERION REALTY ADVISERS, LLC

308 E. LANCASTER AVENUE, WYNNEWOOD, PA 19096CRD# 4110909Firm CRD# 158507

Profile Verification

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

Identity

Joseph N/a Martell · WYNNEWOOD, PA

Registration

CRD #4110909 · MERION REALTY ADVISERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joseph N/a Martell is a registered financial advisor based in WYNNEWOOD, Pennsylvania, affiliated with MERION REALTY ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MERION REALTY ADVISERS, LLC

AUM

$72M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MERION REALTY ADVISERS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Other: PERCENTAGE COMMITTED CAPITAL, CAPITAL ACCT &/OR ACQUISITION FEE

Regulatory

SEC/IARD CRD# 4110909

Firm CRD# 158507

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph N/a Martell offer?

Joseph N/a Martell specializes in Retirement Planning. Contact their office in WYNNEWOOD, Pennsylvania for a consultation.

What are Joseph N/a Martell's credentials?

Joseph N/a Martell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph N/a Martell located?

Joseph N/a Martell is based in WYNNEWOOD, Pennsylvania, working with MERION REALTY ADVISERS, LLC. Their office serves clients in the WYNNEWOOD metropolitan area and surrounding communities.

How does Joseph N/a Martell charge for services?

Joseph N/a Martell's firm is compensated through percentage of aum, other: percentage committed capital, capital acct &/or acquisition fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERION REALTY ADVISERS, LLC?

MERION REALTY ADVISERS, LLC has approximately 7 employees and manages $72M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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