Erin L. Britton

MARION WEALTH MANAGEMENT

Monroeville, PA 15146

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CRD#: 5735564

Professional summary

Erin Lindsay Britton, who also goes by Erin Lindsay Britton Torrens, is a registered financial advisor currently at MARION WEALTH MANAGEMENT located in Monroeville, Pennsylvania.

Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Erin has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erin Lindsay Britton Torrens

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) - RIA

Click below to view Erin Lindsay Britton's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 15, 2024 - Present

MARION WEALTH MANAGEMENT

Office #1: 2790 Mosside Blvd Suite 640, Monroeville, PA 15146

RIA

CRD#: 315730

Monroeville, PA

Past

October 7, 2019 - April 26, 2023

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

PITTSBURGH, PA

Past

August 20, 2018 - April 26, 2023

UBS FINANCIAL SERVICES INC.

CRD#: 8174

PITTSBURGH, PA

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".

MARION WEALTH MANAGEMENT

MARION WEALTH MANAGEMENT | MARION WEALTH MANAGEMENT, LLC | MARION WEALTH MANAGEMENT GROUP

CRD#: 315730 / SEC#: 801-122279

RIA

Registered Investment Advisory firm - (12/23/2021 Approved)

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

Pennsylvania
(2/15/2024)

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 66

Date: 10/7/2019

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/20/2018

General Securities Representative Examination

Current Firm

MARION WEALTH MANAGEMENT

MARION WEALTH MANAGEMENT | MARION WEALTH MANAGEMENT, LLC | MARION WEALTH MANAGEMENT GROUP

CRD#: 315730 / SEC#: 801-122279

RIA

Registered Investment Advisory firm - (12/23/2021 Approved)

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Contact information

Main Address

2790 Mosside Blvd Suite 640, Monroeville, PA 15146

Mailing Address

Phone number

(412) 372-3849

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARION WEALTH MANAGEMENT ADV BROCHURE (4/25/2025)

Regulatory assets under management

Total Number of Accounts	1,389
AUM (Assets Under Management)	$ 482,512,401

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.

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Erin L. Britton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Lindsay Britton's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARION WEALTH MANAGEMENT

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

MARION WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 10/7/2019

SIE

Date: 10/1/2018

Series 7

Date: 8/20/2018

Current Firm

MARION WEALTH MANAGEMENT

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARION WEALTH MANAGEMENT

TRUST BUT VERIFY

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