Richard Marrone (CRD# 5845576) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Charlotte, NC and has over 13 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Washington Crossing Advisors Llc(281511) | San Francisco, CA | Mar 2020 - Current | 4 |
| Stifel Nicolaus & Co Inc. | San Francisco, CA | Feb 2012 - Current | 12 |
| Ziegler Capital Management | San Francisco, CA | Dec 2015 - Mar 2020 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
- CA
- NC
-
Total Assets Under Management21,256MILLIONS
-
Total Number of Accounts5,142ACCOUNTS
-
Average Account Value$4,133,720
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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