Kathryn
Marsico
Traphagen Financial Group
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About this Advisor
Kathryn Marsico is a financial advisor working out of Oradell, New Jersey who has 20 years of relevant experience. Marsico currently works for Traphagen Financial Group. Marsico has gained experience at Traphagen Investment Advisors, LLC and Traphagen & Trapahgen Cpas. Marsico has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey. Traphagen Financial Group is a registered investment company based in Oradell, NJ. It oversees $1 billion in assets under management across its 1,720 client accounts, making it one of the larger firms in the United States by assets under management. The firm advises three charities and foundations. Of its 1,720 customer accounts, 18% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Traphagen Financial Group has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees typically are based on which services are provided. Fees charged by Traphagen Financial Group most likely include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Traphagen Financial Group Brokerage Details
$1,151,993,318
11
1,720
$669,764
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kathryn Marsico Work History
Kathryn has been registered as a financial advisor for 20 years.*
Traphagen Investment Advisors, LLC
Traphagen & Trapahgen Cpas
*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 Kathryn Marsico 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 Traphagen Financial Group
Oradell, NJ
Oradell, NJ
Oradell, NJ
Oradell, NJ
Oradell, NJ
Oradell, NJ
Oradell, NJ
Oradell, NJ
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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