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Mark Anthony Moretti II

Mark A. Moretti

MEDWEALTH ADVISORS
Pittsburgh, PA
Some features on this profile are disabled
CRD#: 5791904
Mark Anthony Moretti II

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.

top-8-questions

Question & Answer

What are your service offerings?
Employee and Employer Plan Ben...
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 Planni...
Business Succession Planning
Inheritance
Life Transitions
Small Business Planning
Retirement Planning
Are you a "fiduciary"?
Yes

Aliases

Mark Moretti

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.
Superior Tradelines Not investment related 319 Jack Dr Cocoa Beach, FL, 32931-3824 Credit Consulting Independent contractor Independent credit consultant December 3, 2015 0.5 hour/month 0 hours during securities trading hours Work with Superior Tradeline's team to assist their clients with credit consulting

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Anthony Moretti II'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®

Certified Financial Planner

Start date: 2013

Experience

Current

May 21, 2021 - Present

MEDWEALTH ADVISORS

RIA
CRD#: 314374
Pittsburgh, PA
Past

April 22, 2014 - January 8, 2018

WALDRON PRIVATE WEALTH

RIA
CRD#: 131063
BRIDGEVILLE, PA
Past

March 1, 2013 - January 2, 2015

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
BRIDGEVILLE, PA
Past

April 12, 2011 - March 13, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
BRIDGEVILLE, PA
Past

December 21, 2010 - March 13, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
BRIDGEVILLE, PA

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
(5/21/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/11/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/2/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/20/2010
General Securities Representative Examination

Current Firm

MA
MEDWEALTH ADVISORS
MEDWEALTH ADVISORS | MEDWEALTH ADVISORS LLC

CRD#: 314374 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (5/21/2021 Approved)
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Contact information

Main Address
Pittsburgh, PA
Mailing Address
Phone number
(412) 498-5577
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts72
AUM (Assets Under Management)$ 6,693,868

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

MEDWEALTH ADVISORS

CRD#: 314374Pittsburgh, PA

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