JM
John Marotta
SUMMIT INVESTMENT ADVISORY GROUP LLC
Huntingdon Valley, PA 19006
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CRD#: 7443581
JM
Professional summary
John Marotta is a registered financial advisor currently at SUMMIT INVESTMENT ADVISORY GROUP LLC located in Huntingdon Valley, Pennsylvania.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. John has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Summit Financial Group, Inc.; Huntingdon Valley, PA; Insurance Agent since 08/2021; investment related; selling insurance products; approx 25 hrs/month
CRS (Client Relationship Summary) - RIA
Click below to view John Marotta'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®
NoneExperience
Current
October 8, 2021 - Present
SUMMIT INVESTMENT ADVISORY GROUP LLC
Office #1: 639 Red Lion Road, Huntingdon Valley, PA 19006RIA
CRD#: 306690
Huntingdon Valley, 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
Alabama(5/5/2023)
IAR
Connecticut(9/1/2022)
IAR
Florida(10/15/2021)
IAR
Georgia(8/30/2023)
IAR
Maryland(3/2/2022)
IAR
Missouri(8/23/2022)
IAR
New Jersey(10/14/2021)
IAR
North Carolina(10/8/2021)
IAR
Ohio(10/13/2021)
IAR
Pennsylvania(10/8/2021)
IAR
South Carolina(6/28/2024)
IAR
Tennessee(10/12/2021)
IAR
Texas(10/8/2021)
IAR
Virginia(10/8/2021)
Current Firm
SI
SUMMIT INVESTMENT ADVISORY GROUP LLC
SUMMIT INVESTMENT ADVISORY GROUP LLC
CRD#: 306690 / SEC#:
Alabama
Registered Investment Advisory firm - (5/5/2023 Approved)Connecticut
Registered Investment Advisory firm - (9/1/2022 Approved)Florida
Registered Investment Advisory firm - (6/8/2021 Approved)Georgia
Registered Investment Advisory firm - (8/28/2023 Approved)Maryland
Registered Investment Advisory firm - (3/2/2022 Approved)Missouri
Registered Investment Advisory firm - (8/23/2022 Approved)New Jersey
Registered Investment Advisory firm - (5/14/2021 Approved)North Carolina
Registered Investment Advisory firm - (4/16/2021 Approved)Ohio
Registered Investment Advisory firm - (7/27/2021 Approved)Pennsylvania
Registered Investment Advisory firm - (9/17/2020 Approved)South Carolina
Registered Investment Advisory firm - (6/28/2024 Approved)Tennessee
Registered Investment Advisory firm - (8/23/2021 Approved)Texas
Registered Investment Advisory firm - (8/5/2021 Approved)Virginia
Registered Investment Advisory firm - (9/3/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
639 Red Lion Road, Huntingdon Valley, PA 19006
Mailing Address
Phone number
(215) 947-8007
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 137 |
| AUM (Assets Under Management) | $ 45,183,250 |
Red Flags
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