Beth A. Nedelisky

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CRD#: 5138977

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Beth Anderson Nedelisky, CFP® was a registered financial professional .

Beth is a previously registered financial professional and started their career in finance in 2006. Beth had worked at 1 firm and has passed the Series 65 exam.

Biography

Beth Nedelisky is a Wealth Manager and Investment Committee member at Marotta Wealth Management with a special interest in estate planning, trust and endowment management, and investment management.

Beth earned a B.A. in Philosophy from Covenant College. Prior to joining the firm in 2005, Beth served as Director of Admissions for Covenant College. She has co-authored more than 30 articles on various financial planning topics, including estate planning and real estate.

Born in Africa, raised in Europe and married in the USA, Beth understands world markets first hand.

She currently lives in Charlottesville with her husband and daughter.

Question & Answer

What are your service offerings?

Retirement Planning

Education Planning

Estate Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Investment Planning

Do you have an area of expertise or specialization?

Charitable Giving

College/Education Planning

Estate & Generational Planning...

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Are you a "fiduciary"?

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.

Beth Nedelisky volunteers for Covenant College Foundation & Covenant College (14049 Scenic Highway, Lookout Mountain, Georgia 30750) as the Chair of the Joint Investment Committee for Covenant College Foundation & Covenant College since May 26, 2022. This requires approximately 1 hour per week and while the organizations being supported is not investment related, the work of the investment chair is.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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^®

Certified Financial Planner

Start date: 2009

Experience

Past

May 15, 2006 - August 16, 2024

MAROTTA WEALTH MANAGEMENT, INC.

RIA

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

State Security Law Exam

IAR

Series 65

Date: 5/11/2006

Uniform Investment Adviser Law Examination

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)

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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

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MAROTTA 2025 09 02 ADV PART 2 (8/25/2025)

Regulatory assets under management

Total Number of Accounts	1,995
AUM (Assets Under Management)	$ 603,847,208

Red Flags

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Beth A. Nedelisky

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MAROTTA WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

MAROTTA WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/11/2006

Current Firm

MAROTTA WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAROTTA WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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