Jeffry
Marzina

Bill Few Associates, Inc

CRD#1897998
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Jeffry Marzina is a certified financial planner based in Pittsburgh, Pennsylvania. Currently a registered advisor with Bill Few Associates, Inc, they have accumulated an impressive 28 years of work experience. Marzina maintains Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Marzina is registered to work with customers based out of Pennsylvania and Texas. Throughout their career, they have worked at Bill Few Securities, Inc and Bill Few Associates, Inc. Bill Few Associates, Inc is headquartered in Pittsburgh, Pennsylvania, and operates out of three other offices in the United States. In aggregate, Bill Few Associates, Inc oversees $960 million in assets throughout 3,101 client accounts and retains 29 staff members. The amount of assets the firm manages makes it one of the bigger investment advisory firms in the nation. The firm manages 2,200 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the investment firm's 3,101 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Bill Few Associates, Inc provides 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. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

28 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, Fixed Fees

Disclosures

No

Office Location

740 Washington Road
Pittsburgh, PA 15228

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Bill Few Associates, Inc Brokerage Details

Total Assets Under Management

$947,731,879

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

30

PA Average: 41
Total Number of Accounts

3,257

PA Average: 3,342
Average Account Size

$290,983

PA Average: $4,737,880

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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

Jeffry Marzina Work History

Jeffry has 28 years of experience.

1997 - Present (22 years)

Bill Few Securities, Inc

1990 - Present (29 years)

Bill Few Associates, Inc

Disclosures

Jeffry Marzina has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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