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MM

Marie C. Madgey

Some features on this profile are disabled
CRD#: 5319550
MM

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.

Marie Christina Madgey, who also goes by Marie Christina Roller, was a registered financial professional .

Marie is a previously registered financial professional and started their career in finance in 2008. Marie had worked at 9 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Marie Christina Roller

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.
The advisor shows no other business activity.

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®
None

Experience

Past

February 6, 2015 - September 9, 2016

MYCIO WEALTH PARTNERS, LLC

RIA
CRD#: 134436
PHILADELPHIA, PA
Past

September 5, 2013 - August 12, 2014

OSAIC FA, INC.

RIA
CRD#: 3978
HADDONFIELD, NJ
Past

September 5, 2013 - August 12, 2014

OSAIC FA, INC.

BD
CRD#: 3978
HADDONFIELD, NJ
Past

December 6, 2012 - January 16, 2013

CAPITAL ANALYSTS

RIA
CRD#: 162200
WYNCOTE, PA
Past

June 1, 2012 - January 16, 2013

LINCOLN INVESTMENT

RIA
CRD#: 519
WYNCOTE, PA
Past

June 1, 2012 - January 16, 2013

LINCOLN INVESTMENT

BD
CRD#: 519
WYNCOTE, PA
Past

November 14, 2011 - June 1, 2012

CINCINNATI ANALYSTS, INC.

RIA
CRD#: 5478
WEST CONSHOHOCKEN, PA
Past

November 10, 2011 - June 1, 2012

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
WEST CONSHOHOCKEN, PA
Past

June 30, 2010 - October 18, 2011

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
GIBBSBORO, NJ
Past

June 30, 2010 - October 18, 2011

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
GIBBSBORO, NJ
Past

September 3, 2008 - June 14, 2010

1ST GLOBAL ADVISORS INC

RIA
CRD#: 111133
CHERRY HILL, NJ
Past

June 30, 2008 - June 14, 2010

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
CHERRY HILL, NJ

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".
MW
MYCIO WEALTH PARTNERS, LLC
LEES BILES CONSULTING | MYCIO WEALTH PARTNERS, LLC | MY CIO

CRD#: 134436 / SEC#: 801-64053

RIA
Registered Investment Advisory firm - (4/7/2005 Approved)

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.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/2/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/27/2008
General Securities Representative Examination

Current Firm

MW
MYCIO WEALTH PARTNERS, LLC
LEES BILES CONSULTING | MYCIO WEALTH PARTNERS, LLC | MY CIO

CRD#: 134436 / SEC#: 801-64053

RIA
Registered Investment Advisory firm - (4/7/2005 Approved)
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Contact information

Main Address
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104-5172
Mailing Address
Phone number
(267) 295-2280
Established
Firm type
Fiscal year end
# of Employees
64

SEC notice filing (21 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts8,011
AUM (Assets Under Management)$ 14,415,669,677

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
02/18/2025
Cover Page
Report
12/20/2023
Cover Page
Report
10/28/2022
Cover Page
Report

Red Flags

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.

Company Information

MYCIO WEALTH PARTNERS, LLC

CRD#: 134436

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