Jeffry Marzina
Professional summary
Jeffry Marzina, CFP®, who also goes by Jeffrey Marzina, is a registered financial advisor currently at BILL FEW ASSOCIATES, INC. located in Pittsburgh, Pennsylvania.
Jeffry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Jeffry has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffry Marzina's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1991
Experience
May 6, 2005 - Present
BILL FEW ASSOCIATES, INC.
Office #1: 740 Washington Road Suite 100, Pittsburgh, PA 15228July 28, 2004 - February 4, 2005
BILL FEW SECURITIES, INC.
September 3, 1997 - December 13, 2021
BILL FEW SECURITIES, INC.
July 30, 1990 - September 3, 1997
WALNUT STREET SECURITIES, INC.
January 24, 1989 - May 18, 1990
NEWEDGE SECURITIES, LLC
Primary Firm SEC Registration
BILL FEW ASSOCIATES, INC.
CRD#: 133561 / SEC#: 801-29235
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/6/2005)
(9/5/2014)
Exams
Current Firm
BILL FEW ASSOCIATES, INC.
CRD#: 133561 / SEC#: 801-29235
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,817 |
| AUM (Assets Under Management) | $ 2,642,969,998 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/14/2025 | ||
| 08/19/2024 | ||
| 06/30/2023 | ||
| 08/05/2022 |
Red Flags
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