Mark Anthony Moretti Ii
CFP®Professional Summary
Mark Anthony Moretti II, CFP®, who also goes by Mark Moretti, is a registered financial advisor currently at MEDWEALTH ADVISORS located in Pittsburgh, Pennsylvania. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Mark has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Employee and Employer Plan Benefits
- Insurance Planning
- Health Care
- Estate Planning
- Long-term Care
- Tax Planning
- Debt Management
- Budgeting
- Social Security Planning
- Investment Planning
- Retirement Income Management
- Education Planning
- Comprehensive Financial Planning
- Business Succession Planning
- Inheritance
- Life Transitions
- Small Business Planning
- Retirement Planning
Other Aliases
Mark Moretti
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
MEDWEALTH ADVISORS | MEDWEALTH ADVISORS LLC
Contact Information
Main Address
Pittsburgh, PAPhone Number
(412) 498-5577# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
93AUM (Assets Under Management)
$9,869,965Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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OSAIC WEALTH, INC.
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State Registrations and Notice Filings
(5/21/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Mark Anthony Moretti II's CRS (Customer Relationship Summary).
Services Offered by Mark
- Employee and Employer Plan Benefits
- Insurance Planning
- Health Care
- Estate Planning
- Long-term Care
- Tax Planning
- Debt Management
- Budgeting
- Social Security Planning
- Investment Planning
- Retirement Income Management
- Education Planning
- Comprehensive Financial Planning
- Business Succession Planning
- Inheritance
- Life Transitions
- Small Business Planning
- Retirement Planning
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
