Wade
Cornett

Macro Advisors, Inc

CRD#2608827
Investment Advisor
in York, PA

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About this Advisor

Wade Cornett is a financial advisor based in York, Pennsylvania, working with Macro Advisors, Inc. Wade has previously held positions at Metropolitan Life Insurance Company, Metlife Securities Inc, Mml Investors Services, LLC, Macro Advisors, Inc, and Massachusetts Mutual Life Insurance Company. Wade has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, Wade is part of Macro Advisors, Inc, which operates out of York, Pennsylvania. The firm has 2 offices and 7 employees. The firm manages assets totaling $208.5 million and 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, and pension consulting services. The fee structure at Macro Advisors, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

526 Greenbriar Road
York, PA 17404

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Macro Advisors, Inc Brokerage Details

Total Assets Under Management

$208,504,099

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

7

PA Average: 41
Total Number of Accounts

1,425

PA Average: 3,342
Average Account Size

$146,319

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Wade Cornett Work History

2024 - Present (0 year)

Macro Advisors, Inc

2017 - Present (7 years)

Mml Investors Services, LLC

2016 - Present (8 years)

Massachusetts Mutual Life Insurance Company

1995 - Present (29 years)

Metropolitan Life Insurance Company

1995 - Present (29 years)

Metlife Securities Inc

Disclosures

Please visit the SEC profile of Wade Cornett 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 Macro Advisors, Inc

Mikesh Desai
York, PA
Kara Miller
Farmington, CT
Mahir Desai
York, PA
Herman Dodson
Hazleton, PA
Dipal Patel
York, PA
Darshana Desai
York, PA
Jay Desai
York, PA
Shannon Shupp
York, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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