David
Marsico

Securian Financial Services, Inc

CRD#4578753
Investment Advisor
in Media, PA

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About this Advisor

David Marsico is a financial advisor working out of Media, Pennsylvania with a total of 7 years of industry experience. Marsico is currently employed by Securian Financial Services, Inc. Marsico has gained experience at Pershing LLC, Lockwood Advisors, Inc, Securian Financial Services Inc, Minnesota Life Insurance Co and Wexco Financial Group. Marsico has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania and Texas. Securian Financial Services, Inc is a firm based in Saint Paul, MN. It has offices in 155 locations and a total of 1,750 employees. It handles $21 billion in assets under management between its 76,075 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 165 charitable organizations. Of its 76,075 accounts, 18% are associated with high-net-worth individuals who have greater than $1 million in assets. Securian Financial Services, Inc performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees usually depend on the services. However, fee types charged by Securian Financial Services, Inc likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

200 East State Street Suite 303
Media, PA 19063

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Securian Financial Services, Inc Brokerage Details

Total Assets Under Management

$20,684,796,225

PA Average: $5,289,111,388
Total Number of Employees

1,750

PA Average: 157
Total Number of Accounts

76,075

PA Average: 8,262
Average Account Size

$271,900

PA Average: $640,173

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
  • Educational seminars/workshops

David Marsico Work History

David has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Securian Financial Services Inc

2016 - Present (8 years)

Minnesota Life Insurance Co

2016 - Present (8 years)

Wexco Financial Group

2011 - 2016 (5 years)

Pershing LLC

2011 - 2016 (5 years)

Lockwood Advisors, 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 David 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 Securian Financial Services, Inc

Tyler Malek
Newark, DE
Thomas Peters
Omaha, NE
Ericka Schaefer
Minneapolis, MN
Nicholas Linton
San Ramon, CA
Michael Daniels
Jersey City, NJ
Andrew Brand
Rockville, MD
Kurt Anderson
Tampa, FL
Heather Snead
Midlothian, VA

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.

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