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MF

Marissa E. Frizzell

ABRIDGE PARTNERS
KENNETT SQUARE, PA 19348
Some features on this profile are disabled
CRD#: 7413366
MF

Professional summary

Marissa Elizabeth Frizzell, who also goes by Marissa Feagley, Marissa Frizzell, is a registered financial advisor currently at ABRIDGE PARTNERS, LLC located in Kennett Square, Pennsylvania.

Marissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Marissa has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marissa Feagley | Marissa Frizzell

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 Marissa Elizabeth Frizzell'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

April 22, 2025 - Present

ABRIDGE PARTNERS, LLC

Office #1: 602 Peacock Lane, Kennett Square, PA 19348
RIA
CRD#: 145247
KENNETT SQUARE, PA
Past

May 6, 2024 - January 7, 2025

PROTEUS, LLC

RIA
CRD#: 164085
Indianapolis, IN

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".
AP
ABRIDGE PARTNERS, LLC
ABRIDGE PARTNERS, LLC | PRI ADVISORS, LLC

CRD#: 145247 / SEC#: 801-68497

RIA
Registered Investment Advisory firm - (10/25/2007 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
(4/22/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/6/2024
Uniform Investment Adviser Law Examination

Current Firm

AP
ABRIDGE PARTNERS, LLC
ABRIDGE PARTNERS, LLC | PRI ADVISORS, LLC

CRD#: 145247 / SEC#: 801-68497

RIA
Registered Investment Advisory firm - (10/25/2007 Approved)
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Contact information

Main Address
Jackson, MS
Mailing Address
Phone number
(601) 718-0000
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ABRIDGE PARTNERS SCHWAB ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts318
AUM (Assets Under Management)$ 102,812,940

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

ABRIDGE PARTNERS, LLC

CRD#: 145247Kennett Square, PA 19348

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