Kimberli
Marino
Guyasuta Investment Advisors, Inc
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About this Advisor
Kimberli Marino is a financial advisor who works out of Pittsburgh, Pennsylvania, who has 10 years of relevant experience. Marino is an employee of Guyasuta Investment Advisors, Inc. They have spent their entire career at Guyasuta Investment Advisors, Inc. Marino holds a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Pennsylvania. Guyasuta Investment Advisors, Inc is a financial advisory company that has its headquarters in Pittsburgh, PA. The company has a total of 11 employees. It manages $2 billion in assets across its 1,280 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 14 charitable organizations. Of its 1,280 customer accounts, 70% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services typically depend on the services. Fee types billed by Guyasuta Investment Advisors, Inc most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Guyasuta Investment Advisors, Inc Brokerage Details
$1,985,812,000
11
1,280
$1,551,416
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kimberli Marino Work History
Kimberli has been registered as a financial advisor for 10 years.*
Guyasuta Investment 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 Kimberli Marino 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 Guyasuta Investment Advisors, Inc
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, 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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