TM
CFP · ChFC
TM
CFP · ChFC
Todd Marotta is a CFP, ChFC-designated registered investment advisor, based in West Chester, PA, with 28 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1209 West Chester Pike Ste 101, West Chester, PA, 19382
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2007Denied
Employment History
Current Registrations
Cetera Investment Services LLCBroker
November 2025 - Present · 11 mos
Cetera Investment Advisers LLC
November 2025 - Present · 11 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - July 2025 · 4 mos
Fidelity Personal and Workplace Advisors
October 2020 - March 2025 · 4 yrs 5 mos
Fidelity Brokerage Services LLCBroker
September 2020 - July 2025 · 4 yrs 10 mos
Citizens Investment Services
April 2019 - August 2020 · 1 yr 4 mos
Citizens Securities, INC.Broker
April 2019 - August 2020 · 1 yr 4 mos
Mercer Global Advisors INC.
August 2018 - February 2019 · 6 mos
PNC Investments
August 2013 - July 2018 · 4 yrs 11 mos
PNC InvestmentsBroker
August 2013 - July 2018 · 4 yrs 11 mos
TD Ameritrade, INC.
September 2009 - August 2013 · 3 yrs 11 mos
Amerivest Investment Management, LLC
September 2009 - August 2013 · 3 yrs 11 mos
Amerivest Investment Management, LLC
September 2009 - September 2009 · 0 mos
TD Ameritrade, INC.Broker
September 2009 - August 2013 · 3 yrs 11 mos
Ameriprise Financial Services, INC.
November 2003 - September 2009 · 5 yrs 10 mos
Ameriprise Financial Services, INC.Broker
October 1997 - September 2009 · 11 yrs 11 mos
Ids Life Insurance CompanyBroker
October 1997 - July 2006 · 8 yrs 9 mos
State Registrations1 state
PA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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