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Joseph N/a Martell

MERION REALTY ADVISERS, LLC·WYNNEWOOD, Pennsylvania
SIE, Series 7, Series 7TO, Series 63Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MERION REALTY ADVISERS, LLC
CRD 158507 · SEC 801-72740
AUM
$72M
Regulatory assets under management
Employees
7
4 client accounts
Services offered by MERION REALTY ADVISERS, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at MERION REALTY ADVISERS, LLC →
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04

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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Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
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