Marilyn Banyai is a CFP-designated registered investment advisor, based in Collegeville, PA, with 39 years of industry experience.
Location
975 School St., Collegeville, PA, 19426
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marilyn is affiliated with Avantax Insurance Agency/Services selling equity indexed annuities, and she owns a tax preparation/accounting business since 1975, taking about a quarter of her time. She also writes non-fiction books, is secretary for a club, and handles finances for a fellowship.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1717 Capital Management CompanyBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations8 states
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