Margaret
Maruzo

Principle Wealth Partners LLC

CRD#2820825
Investment Advisor
in Madison, CT

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About this Advisor

Margaret Maruzo is a financial advisor who works in Madison, Connecticut. Maruzo is on the advisory team at Principle Wealth Partners LLC. Over the course of their career, they have held roles at Oneamerica Securities, American United Life Insurance Company, Vf Mcneil Insurance, Pruco Securities, LLC, Prudential Financial, Inc, Home Care Advantage LLC and Principle Wealth Partners LLC. Maruzo maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Connecticut. Principle Wealth Partners LLC is a business based in Madison, CT. The investment advisory business has offices in four locations and a total of 22 financial advisors. It oversees $2 billion in assets under management across its 3,177 accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 3,177 client accounts, 42% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Principle Wealth Partners LLC offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely depend on which services are offered. However, fees charged by Principle Wealth Partners LLC most likely are comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

670 Boston Post Road
Madison, CT 06443

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Principle Wealth Partners LLC Brokerage Details

Total Assets Under Management

$1,860,973,321

CT Average: $5,297,377,271
Total Number of Employees

22

CT Average: 35
Total Number of Accounts

3,177

CT Average: 690
Average Account Size

$585,764

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Margaret Maruzo Work History

Margaret has been registered as a financial advisor for 0 years.*

2019 - Present (5 years)

Principle Wealth Partners LLC

2016 - 2019 (3 years)

Oneamerica Securities

2016 - 2019 (3 years)

American United Life Insurance Company

2016 - 2019 (3 years)

Vf Mcneil Insurance

2014 - 2016 (2 years)

Home Care Advantage LLC

1998 - 2016 (18 years)

Prudential Financial, Inc

1997 - 2016 (19 years)

Pruco Securities, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Margaret Maruzo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Principle Wealth Partners LLC

Kimberly La Frenais
Madison, CT
Julina Ogilvie
Westport, CT
Colin Dugan
Madison, CT
Michael Castiello
Madison, CT
Andrew Cialek
Madison, CT
Robert Paolucci
Madison, CT
Glenn Zavorskas
Madison, CT
Amy Lawler
Madison, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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