MF

Marcie G. Flynn

Some features on this profile are disabled
CRD#: 6263431
MF

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.

Marcie G Flynn, who also goes by Marcie Dawn Gossett, Marcie G Smith, was a registered financial professional .

Marcie is a previously registered financial professional and started their career in finance in 2014. Marcie had worked at 3 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marcie Dawn Gossett | Marcie G Smith

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.

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

October 4, 2023 - December 31, 2025

MONARCH FINANCIAL, LLC

RIA
CRD#: 328260
FALLSTON, MD
Past

December 10, 2015 - March 14, 2018

MORGAN STANLEY

BD
CRD#: 149777
ANNAPOLIS, MD
Past

December 9, 2015 - March 14, 2018

MORGAN STANLEY

RIA
CRD#: 149777
ANNAPOLIS, MD
Past

April 17, 2014 - April 24, 2015

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
PHILADELPHIA, PA
Past

February 3, 2014 - April 24, 2015

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
PHILADELPHIA, PA

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
State Security Law Exam
RR
IAR
Series 66
Date: 4/16/2014
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MF
MONARCH FINANCIAL, LLC
MONARCH FINANCIAL, LLC

CRD#: 328260 / SEC#:

PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Fallston, MD
Mailing Address
Phone number
(609) 647-7393
Established
Firm type
Fiscal year end
# of Employees
1
0

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


MONARCH FINANCIAL, LLC

CRD#: 328260

TRUST BUT VERIFY

Monitor Marcie Flynn

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.