Michael Stanley Marion
CFP®Professional Summary
Michael Stanley Marion, CFP® is a registered financial advisor currently at MARION WEALTH MANAGEMENT located in Monroeville, Pennsylvania. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Michael has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6, Series 9, Series 10 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Tax Planning
- Retirement Income Management
- Insurance Planning
- Investment Planning
- Comprehensive Financial Planning
- Retirement Planning
- Estate Planning
Other Aliases
There are no additional aliases reported.
Similar Advisors
TRUSTMONT ADVISORY GROUP, INC.
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
TRUSTMONT ADVISORY GROUP, INC.
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
TRUSTMONT ADVISORY GROUP, INC.
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
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
TRUSTMONT ADVISORY GROUP, INC.
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
Credentials
Years of Experience
35 years in the financial services industry
Current & Past Employments
Similar Advisors
TRUSTMONT ADVISORY GROUP, INC.
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
Current Firm
MARION WEALTH MANAGEMENT | MARION WEALTH MANAGEMENT, LLC | MARION WEALTH MANAGEMENT GROUP
Contact Information
Main Address
2790 Mosside Blvd Suite 640, Monroeville, PA 15146Phone Number
(412) 372-3849# of Employees
6SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,472AUM (Assets Under Management)
$543,432,308Similar Advisors
TRUSTMONT ADVISORY GROUP, INC.
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
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.
Similar Advisors
TRUSTMONT ADVISORY GROUP, INC.
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
MARION WEALTH MANAGEMENT | MARION WEALTH MANAGEMENT, LLC | MARION WEALTH MANAGEMENT GROUP
State Registrations and Notice Filings
(9/7/2021)
(4/26/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1990About the Series 6 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2023About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2023About the Series 10 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Jun 1999Similar Advisors
TRUSTMONT ADVISORY GROUP, INC.
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Stanley Marion's CRS (Customer Relationship Summary).
Services Offered by Michael
- Tax Planning
- Retirement Income Management
- Insurance Planning
- Investment Planning
- Comprehensive Financial Planning
- Retirement Planning
- Estate Planning
Similar Advisors
TRUSTMONT ADVISORY GROUP, INC.
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
