Samuel
Marrella
Marrella Private Wealth, LLC
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About this Advisor
Samuel Marrella is a financial advisor based in Reading, Pennsylvania, working with Marrella Private Wealth, LLC. Samuel has previously held positions at Raymond James Financial Services, Inc, Insurance - Non Variable, Raymond James Financial Services Advisors, Inc, Marrella Financial Group, Marrella Private Wealth, LLC, and Marrella Insurance Group. Samuel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Samuel is part of Marrella Private Wealth, LLC, which operates out of Reading, Pennsylvania. The firm has 7 employees and manages assets totaling $452.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Marrella Private Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Marrella Private Wealth, LLC Brokerage Details
$452,710,800
7
2,090
$216,608
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Samuel Marrella Work History
Marrella Private Wealth, LLC
Marrella Insurance Group
Marrella Financial Group
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Marrella Financial Group
Insurance - Non Variable
Disclosures
Please visit the SEC profile of Samuel Marrella 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 Marrella Private Wealth, LLC
Reading, PA
Reading, PA
Reading, PA
Reading, PA
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