Joseph
Marmorato

Savant Wealth Management

CRD#7510588
Investment Advisor
in Lancaster, PA

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About this Advisor

Joseph Marmorato is a financial advisor based in Lancaster, Pennsylvania, working with Savant Wealth Management. Joseph has previously held positions at Domani Wealth, LLC, Mariner Wealth Advisors, Withumsmith+Brown Pc, and Savant Wealth Management. Joseph has passed the Series 65 regulatory exam and is registered to provide services in New Jersey and Pennsylvania. Currently, Joseph is part of Savant Wealth Management, which operates out of Lancaster, Pennsylvania. The firm has 39 offices and 543 employees. The firm manages assets totaling $26.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Savant Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Office Location

1869 Charter Lane Suite 302
Lancaster, PA 17601

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Joseph Marmorato Work History

2023 - Present (2 years)

Savant Wealth Management

2023 - 2023 (< 1 year)

Savant Wealth Management

2021 - 2023 (2 years)

Domani Wealth, LLC

2015 - 2021 (6 years)

Mariner Wealth Advisors

2012 - 2014 (2 years)

Withumsmith+Brown Pc

Disclosures

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

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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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