Lori
Porcelli-Plescia
Marcum Wealth, LLC
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About this Advisor
Lori Porcelli-Plescia is a certified financial planner and personal financial specialist operating in Chesterfield, Missouri, who has 1 year of industry experience. Porcelli-Plescia is an employee of Marcum Wealth, LLC. Throughout their career, Porcelli-Plescia has worked at Bender Weltman Thomas Perry And Co, Mason Road Wealth Advisors, LLC, Bwtp P.C, Marcum Wealth, LLC and Marcum, Llp. Porcelli-Plescia has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Missouri, Ohio and Texas. Marcum Wealth, LLC is a financial advisory business operating out of Cleveland, OH. The firm has offices in 11 locations and a total of 34 people on staff. It controls $2 billion in assets across its 6,218 accounts, making it one of the largest firms in the United States by assets under management. Of its 6,218 accounts, 22% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely are based on which service is provided. However, fee types billed by Marcum Wealth, LLC most likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Marcum Wealth, LLC Brokerage Details
$2,250,828,187
34
6,218
$361,986
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Lori Porcelli-Plescia Work History
Lori has been registered as a financial advisor for 1 years.*
Marcum Wealth, LLC
Marcum, Llp
Bwtp P.C
Mason Road Wealth Advisors, LLC
Bender Weltman Thomas Perry And Co
*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 Lori Porcelli-Plescia 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 Marcum Wealth, LLC
Cleveland, OH
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Akron, OH
Melville, NY
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Bloomfield, NJ
Cleveland, OH
Cleveland, OH
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.
