MM
CFP
MM
CFP

Marius Mada

13 Years of Experience
Peoria, AZ
Broker

Marius Mada is a CFP-designated registered investment advisor at USAA Investment Services Company, based in Peoria, AZ, with 13 years of industry experience. Marius operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 2,080 clients.

Compensation
N/A
Firm Size
88 advisors
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Peoria, AZ

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
USAA Investment Services Company
May 2024 - Present · 2 yrs
USAA Investment Services Company
May 2024 - Present · 2 yrs
USAA Investment Services CompanyBroker
May 2024 - Present · 2 yrs
Previous Registrations
Morgan Stanley
November 2023 - March 2024 · 4 mos
Morgan StanleyBroker
November 2023 - March 2024 · 4 mos
Charles Schwab & CO., INC.Broker
December 2021 - November 2023 · 1 yr 11 mos
Charles Schwab & CO., INC.
December 2021 - November 2023 · 1 yr 11 mos
Fidelity Personal and Workplace Advisors
August 2020 - October 2021 · 1 yr 2 mos
Fidelity Brokerage Services LLCBroker
July 2020 - October 2021 · 1 yr 3 mos
USAA Investment Services CompanyBroker
June 2020 - July 2020 · 1 mo
USAA Investment Services Company
January 2018 - July 2020 · 2 yrs 6 mos
USAA Financial Planning Services
July 2013 - January 2018 · 4 yrs 6 mos
USAA Financial Advisors, INC.Broker
July 2013 - June 2020 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2012 - June 2013 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.