Unclaimed Profile

Daneen Marie Weaver

MARRELLA PRIVATE WEALTH, LLC·WYOMISSING, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65Clean record7 years registeredMARRELLA PRIVATE WEALTH, LLC

1250 BROADCASTING RD, WYOMISSING, PA 19610CRD# 1711402Firm CRD# 327397

Profile Verification

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

Identity

Daneen Marie Weaver · WYOMISSING, PA

Registration

CRD #1711402 · MARRELLA PRIVATE WEALTH, LLC · 7 years registered

Brand Profile

Not yet started

Career History

APELLA WEALTH

Mar 2025 – present

MARRELLA PRIVATE WEALTH, LLC

Oct 2023 – Mar 2025

WYOMISSING, PA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Feb 2019 – Oct 2023

WYOMISSING, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · February 14, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARRELLA PRIVATE WEALTH, LLC

CRD 327397 · SEC 801-128536

AUM

$453M

Regulatory assets under management

Employees

2,090 client accounts

Services offered by MARRELLA PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MARRELLA PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Daneen Marie Weaver offer?

Daneen Marie Weaver specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WYOMISSING, Pennsylvania for a consultation.

What are Daneen Marie Weaver's credentials?

Daneen Marie Weaver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daneen Marie Weaver located?

Daneen Marie Weaver is based in WYOMISSING, Pennsylvania, working with MARRELLA PRIVATE WEALTH, LLC. Their office serves clients in the WYOMISSING metropolitan area and surrounding communities.

How does Daneen Marie Weaver charge for services?

Daneen Marie Weaver's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARRELLA PRIVATE WEALTH, LLC?

MARRELLA PRIVATE WEALTH, LLC has approximately 7 employees and manages $453M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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