Elizabeth
Wahlig

Mra Advisory Group

CRD#6135134
Investment Advisor
in Parsippany, NJ

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About this Advisor

Elizabeth Wahlig is a financial advisor based in Parsippany, New Jersey, working with Mra Advisory Group. Elizabeth has previously held positions at Falconer & Daughters, LLC, Chatham Wealth Management, Minnesota Life Insurance Company, Securian Financial Services, Inc, and Allied Wealth Partners. Elizabeth has passed the Series 63 regulatory exam and is registered to provide services in New Jersey and Pennsylvania. Currently, Elizabeth is part of Mra Advisory Group, which operates out of Parsippany, New Jersey. The firm has 4 offices and 15 employees. The firm manages assets totaling $246.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Mra Advisory Group includes asset-based and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3799 Us Highway 46 Suite 100
Parsippany, NJ 07054-1060

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Mra Advisory Group Brokerage Details

Total Assets Under Management

$246,036,289

NJ Average: $10,121,009,343
Total Number of Employees

15

NJ Average: 92
Total Number of Accounts

1,290

NJ Average: 6,978
Average Account Size

$190,726

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Elizabeth Wahlig Work History

2011 - Present (13 years)

Falconer & Daughters, LLC

2015 - 2018 (3 years)

Minnesota Life Insurance Company

2015 - 2015 (< 1 year)

Securian Financial Services, Inc

2015 - 2018 (3 years)

Allied Wealth Partners

2015 - 2018 (3 years)

Securian Financial Services, Inc

2012 - 2015 (3 years)

Chatham Wealth Management

Disclosures

Please visit the SEC profile of Elizabeth Wahlig 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 Mra Advisory Group

Dalton Chandler
Parsippany, NJ
Jonathan Debrito
Parsippany, NJ
Joseph Dibernardo
Parsippany, NJ
Joseph Verile
Parsippany, NJ
Elizabeth Wahlig
Parsippany, NJ
Alison Cogan
Parsippany, NJ
Paul Plemenos
Parsippany, NJ
Marco Lima
Parsippany, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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