Marilyn
Muzyk

Macquarie Investment Management Business Trust

CRD#2247365
Investment Advisor
in Philadelphia, PA

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About this Advisor

Marilyn Muzyk is a financial advisor based out of Philadelphia, Pennsylvania with a total of 2 years of relevant experience. Muzyk is an employee of Macquarie Investment Management Business Trust. Their career trajectory has included roles at Blackrock Invesments, Inc, Macquarie Investment Management, Morgan Stanley and Delaware Distributors, Lp. Muzyk holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Macquarie Investment Management Business Trust is a financial advisory firm that has its headquarters in Philadelphia, PA. The investment advisory business has offices in four locations and a total of 628 financial advisors. It handles $236 billion in assets across its 454 customer accounts, making it one of the largest firms in the United States by assets under management. Of its 454 customer accounts, just 7% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm provides a broad assortment of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types charged by Macquarie Investment Management Business Trust likely consist of some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

610 Market Street
Philadelphia, PA 19106

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Macquarie Investment Management Business Trust Brokerage Details

Total Assets Under Management

$236,026,994,245

PA Average: $15,833,994,310
Total Number of Employees

628

PA Average: 41
Total Number of Accounts

454

PA Average: 3,342
Average Account Size

$519,883,247

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Marilyn Muzyk Work History

Marilyn has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Macquarie Investment Management

2021 - Present (3 years)

Delaware Distributors, Lp

2019 - 2021 (2 years)

Morgan Stanley

2006 - 2018 (12 years)

Blackrock Invesments, Inc

*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 Marilyn Muzyk 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 Macquarie Investment Management Business Trust

Marc Dippolito
Philadelphia, PA
Zachary Per
Philadelphia, PA
Michael Simons
Philadelphia, PA
James Brown
Philadelphia, PA
Samantha Kelly
Philadelphia, PA
Jamie White
Philadelphia, PA
John Digirolamo
Philadelphia, PA
Ethan Kaighn
Philadelphia, PA

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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