Marilyn Gentilotti (CRD# 5089776) is an Investment Advisor Representative working at Beacon Light Planning, LLC in Wayland, MA and has over 17 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cushing & Dolan, P.c. | Waltham, MA | May 2018 - Current | 5 |
| Beacon Light Planning, LLC | Weston, MA | Oct 2017 - Current | 6 |
| Kpmg | Boston, MA | Nov 2016 - Sep 2017 | < 1 |
| Edward Jones | St Louis, MO | Jan 2015 - Nov 2016 | 1 |
| Unemployed | Wayland, MA | Jul 2014 - Jan 2015 | < 1 |
| John Hancock Financial Services | Boston, MA | Feb 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- MA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$8,220
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MA
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