ML
ML

Marin Laffey

1 Year of Experience
Pittsburgh, PA
Broker

Marin Laffey is a registered investment advisor at Federated Global Investment Management CORP., based in Pittsburgh, PA, with 1 years of industry experience. Marin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 74 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
208 advisors
Number of Clients
74 clients
Average Client Portfolio
$200.3M average
Assets Under Management
$14.8B

Fee Structure

Investment management only (planning not offered)

Federated Global Investment Management charges fees based on a percentage of assets under management. These fees vary depending on the type of account (Separate, Managed, or Model Portfolio) and the investment strategy. Fees may be negotiable and may include breakpoints where the percentage decreases as assets increase. Managed accounts may have a 'wrapped fee' covering various services, with Federated receiving a portion.

Loading...

Location

Pittsburgh, PA

Get directions

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.

Learn about disclosures →
Other Business Activities

Since May 2022, Marin works as a server at Narcissi Winery, spending about 10-20% of their time on this activity. This activity is not performed during trading hours and is not investment related.

Employment History
Current Registrations
Mdt Advisers, a Division of Federated Mdta LLC
December 2024 - Present · 1 yr 5 mos
Federated Global Investment Management CORP.
December 2024 - Present · 1 yr 5 mos
Federated Investment Counseling
December 2024 - Present · 1 yr 5 mos
Federated Securities CORP.
December 2024 - Present · 1 yr 5 mos
Federated Securities CORP.Broker
October 2024 - Present · 1 yr 7 mos
Federated Securities CORP.
October 2024 - Present · 1 yr 7 mos
State Registrations45 states
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENJNMNVNYOHOKORPARISCUTVAVTWAWIWVWY
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.
Marin Laffey - Financial Advisor | TrueAdvisor