Marisa Yannuzzi
Professional summary
Marisa Yannuzzi, who also goes by Marisa Cocozziello, is a registered financial advisor currently at HAMEL ASSOCIATES,INC. located in Chatham, New Jersey.
Marisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Marisa has worked at 2 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marisa Yannuzzi's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 31, 2021 - Present
HAMEL ASSOCIATES,INC.
Office #1: 24 Washington Avenue, Chatham, NJ 07928January 26, 1998 - January 14, 2000
TD AMERITRADE, INC.
October 3, 1991 - April 3, 1996
TD AMERITRADE, INC.
Primary Firm SEC Registration
HAMEL ASSOCIATES,INC.
CRD#: 107128 / SEC#: 801-37636
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/31/2021)
Exams
Series 8
Date: 11/29/1993
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
HAMEL ASSOCIATES,INC.
CRD#: 107128 / SEC#: 801-37636
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 236 |
| AUM (Assets Under Management) | $ 514,591,784 |
Red Flags
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