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WM

Wade R. Marcy

UNITY FINANCIAL PLANNING GROUP LLC
Acworth, GA
Some features on this profile are disabled
CRD#: 7311972
WM

Professional summary

Wade Robert Marcy, who also goes by Wade Robert Marcy, is a registered financial advisor currently at UNITY FINANCIAL PLANNING GROUP LLC located in Acworth, Georgia.

Wade is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Wade has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Wade Robert Marcy

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 Wade Robert Marcy'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®
None

Experience

Current

January 2, 2025 - Present

UNITY FINANCIAL PLANNING GROUP LLC

RIA
CRD#: 333889
Acworth, GA
Past

July 7, 2023 - September 9, 2024

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Marietta, GA
Past

April 4, 2023 - September 9, 2024

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Marietta, GA
Past

July 12, 2021 - April 4, 2023

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Alpharetta, GA

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
Georgia
(1/2/2025)
IAR
Indiana
(10/14/2025)
IAR
Michigan
(10/17/2025)
IAR
Ohio
(10/7/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/28/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/5/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/12/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/21/2021
Securities Industry Essentials Examination

Current Firm

UF
UNITY FINANCIAL PLANNING GROUP LLC
BENEFICIARY WEALTH MANAGEMENT | UNITY FINANCIAL PLANNING GROUP LLC

CRD#: 333889 / SEC#:

Georgia
Registered Investment Advisory firm - (1/2/2025 Approved)
Indiana
Registered Investment Advisory firm - (10/14/2025 Approved)
Michigan
Registered Investment Advisory firm - (10/15/2025 Approved)
Ohio
Registered Investment Advisory firm - (9/30/2025 Approved)
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Contact information

Main Address
Kennesaw, GA
Mailing Address
Phone number
(404) 200-6464
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts115
AUM (Assets Under Management)$ 10,616,300

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

UNITY FINANCIAL PLANNING GROUP LLC

CRD#: 333889Acworth, GA

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