AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
MM

Michael Joseph Marra

CRD# 1122852·Registered 1987 - 2024
Previously Registered: Being a previously registered professional could mean that Michael is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Michael Joseph Marra was a registered financial advisor. Michael was a previously registered financial professional and started their career in finance 1987 - 2024. Michael had worked at 7 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance

—

Fiduciary Standard

—

Fee Structure

—

Account Minimum

—

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

No current employment

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

39 years in the financial services industry

Current & Past Employments

COY CAPITAL MANAGEMENT·CRD# 154993
RIA
Monroeville, PA
April 7, 2015 - December 19, 2024
CENTAURUS FINANCIAL, INC.·CRD# 30833
BD
Pittsburgh, PA
January 4, 2010 - August 15, 2011
QUESTAR CAPITAL CORPORATION·CRD# 43100
BD
Pittsburgh, PA
December 1, 2006 - November 27, 2009
USALLIANZ SECURITIES, INC.·CRD# 40875
BD
Pittsburgh, PA
October 26, 2005 - December 1, 2006
SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296
BD
St. Paul, MN
July 7, 2000 - October 25, 2005
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Springfield, MA
August 8, 1990 - June 30, 2000
METROPOLITAN LIFE INSURANCE COMPANY·CRD# 4095
BD
New York, NY
July 20, 1987 - June 30, 2000

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

CC
COY CAPITAL MANAGEMENT

COY CAPITAL MANAGEMENT | S.W. COY CAPITAL, INC. | COY, SCOTT W. | COY CAPITAL MANAGEMENT, INC.

CRD#: 154993
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (1/3/2011 Approved)

Contact Information

Main Address

2790 Mosside Boulevard Suite 540, Monroeville, PA 15146

Phone Number

(412) 825-4040

# of Employees

5

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

238

AUM (Assets Under Management)

$73,554,494

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
03/27/2025Cover PageReport

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

AGENT, S.W. COY FINANCIAL INC. 300 PENN CENTER BLVD., #303, PITTSBURGH, PA 15235. NON INVESTMENT RELATED SINCE 09/1982 AND I SPEND APPROX. 60 HOURS PER MONTH ON THIS ACTIVITY. SALES OF FIXED INSURANCE, FIXED ANNUITIES, LONG TERM CARE INSURANCE, DISABILTY INCOME INSURANCE AND HEALTH INSURANCE.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2015About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1990About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 1987About the Series 6 exam

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
MM
Follow Michael
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required