Marianne C. Inforzato
Professional summary
Marianne Coccia Inforzato, who also goes by Marianne Coccia, is a registered financial advisor currently at THE FAIRMAN GROUP, LLC located in Berwyn, Pennsylvania.
Marianne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Marianne has worked at 1 firm and has passed the Series 65, Series 63 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marianne Coccia Inforzato's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 1, 2002 - Present
THE FAIRMAN GROUP, LLC
Office #1: 300 Berwyn Park Ste. 202, Berwyn, PA 19312Primary Firm SEC Registration
THE FAIRMAN GROUP, LLC
CRD#: 121492 / SEC#: 801-61326
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/1/2002)
Exams
Series 2
Date: 12/23/1994
Non-Member General Securities ExaminationCurrent Firm
THE FAIRMAN GROUP, LLC
CRD#: 121492 / SEC#: 801-61326
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,025 |
| AUM (Assets Under Management) | $ 851,000,605 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/28/2024 | ||
| 09/28/2023 | ||
| 10/28/2022 | ||
| 03/28/2022 |
Red Flags
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