Unclaimed Profile

Samuel Allen Marrella

MARRELLA PRIVATE WEALTH, LLC·WYOMISSING, Pennsylvania

SIE, Series 3, Series 7, Series 24, Series 51, Series 63, Series 65CFP23 years registeredMARRELLA PRIVATE WEALTH, LLC

1250 BROADCASTING RD, WYOMISSING, PA 19610CRD# 1397028Firm CRD# 327397

Profile Verification

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

Identity

Samuel Allen Marrella · WYOMISSING, PA

Registration

CRD #1397028 · MARRELLA PRIVATE WEALTH, LLC · 23 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

Jan 2009 – Oct 2023

WYOMISSING, PA

RAYMOND JAMES FINANCIAL SERVICES

Sep 2002 – Jan 2009

WYOMISSING, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · September 20, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

2003Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Samuel Allen Marrella offer?

Samuel Allen Marrella specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WYOMISSING, Pennsylvania for a consultation.

What are Samuel Allen Marrella's credentials?

Samuel Allen Marrella holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Samuel Allen Marrella located?

Samuel Allen Marrella 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 Samuel Allen Marrella charge for services?

Samuel Allen Marrella'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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