David Marsico is a CFP-designated registered investment advisor, based in Media, PA, with 19 years of industry experience.
Location
124 E State Street, Media, PA, 19063
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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
David is an agent/broker for DSFG Fixed Insurance since 2018, spending a few hours per week. He also owns Wexco Financial Group, Inc, DDM Advisory, LLC, and DSFG Real Estate Holdings 2, LLC, primarily for tax and compensation purposes, dedicating minimal time to these entities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Lockwood Advisors INC
Pershing LLCBroker
Securian Financial Services, INC.Broker
Rittenhouse Asset Management, INC.
State Registrations20 states
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