David J. Marotta
MAROTTA WEALTH MANAGEMENT
Charlottesville, VA 22903-4615
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CRD#: 3120641
Professional summary
David John Marotta, AIF®, CFP® is a registered financial advisor currently at MAROTTA WEALTH MANAGEMENT, INC. located in Charlottesville, Virginia.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. David has worked at 1 firm and has passed the Series 65 exam.
Biography
David John Marotta writes a weekly financial articles. Subscribe for free at http://www.marottaonmoney.com
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Divorce Planning
Small Business Planning
Comprehensive Financial Planni...
Social Security Planning
Tax Planning
Education Planning
Do you have an area of expertise or specialization?
College/Education Planning
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
None
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.
NONE OF DAVID JOHN MAROTTA'S OTHER BUSINESS OWNERSHIPS INVOLVES A SUBSTANTIAL AMOUNT OF TIME; NOR DO THEY PRESENT ANY MATERIAL CONFLICTS OF INTEREST. HE DOES NOT SERVE AS AN OFFICER, DIRECTOR, PARTNER, OR EMPLOYEE OF ANY OTHER ORGANIZATION ENGAGED IN TRADING SECURITIES.
CRS (Client Relationship Summary) - RIA
Click below to view David John Marotta's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
February 28, 2007 - Present
MAROTTA WEALTH MANAGEMENT, INC.
Office #1: 1000 Ednam Center Suite 200, Charlottesville, VA 22903-4615RIA
CRD#: 115645
Charlottesville, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MAROTTA WEALTH MANAGEMENT, INC.
MAROTTA ASSET MANAGEMENT, INC. | MAROTTA WEALTH MANAGEMENT, INC. | MAROTTA WEALTH MANAGEMENT
CRD#: 115645 / SEC#: 801-62848
RIA
Registered Investment Advisory firm - (3/10/2004 Approved)California
Registered Investment Advisory firm - (4/14/2004 Terminated)Virginia
Registered Investment Advisory firm - (4/13/2004 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(3/8/2007)
Current Firm
MAROTTA WEALTH MANAGEMENT, INC.
MAROTTA ASSET MANAGEMENT, INC. | MAROTTA WEALTH MANAGEMENT, INC. | MAROTTA WEALTH MANAGEMENT
CRD#: 115645 / SEC#: 801-62848
RIA
Registered Investment Advisory firm - (3/10/2004 Approved)California
Registered Investment Advisory firm - (4/14/2004 Terminated)Virginia
Registered Investment Advisory firm - (4/13/2004 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1000 Ednam Center Suite 200, Charlottesville, VA 22903-4615
Mailing Address
Phone number
(434) 244-0000
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,995 |
| AUM (Assets Under Management) | $ 603,847,208 |
Red Flags
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Company Information
MAROTTA WEALTH MANAGEMENT, INC.
CRD#: 115645Charlottesville, VA 22903-4615TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
