Advisor at Guardian Asset Advisors, LLC
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Firm
Guardian Asset Advisors, LLC
Location
Mechanicsburg, PA 17055
Credentials
Series 63, Series 66
Industry experience
38 years
David Marrazzo is a financial advisor with Guardian Asset Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has worked at Guardian Asset Advisors since 2007 and has prior experience with National Planning Corporation and Securities America Inc. Outside of his advisory role, Marrazzo is active in his community as chairman of the Cursillo Committee, organizing religious retreats, and serves on the Diocesan Pastoral Council providing advice on pastoral ministries. Guardian Asset Advisors, LLC provides fiduciary investment advisory services to individuals, trusts, estates, and businesses. The firm focuses on individualized portfolio construction and continuous supervision, emphasizing asset allocation through diversified investments and regular account reviews.
Based on Guardian Asset Advisors, LLC
Based on Guardian Asset Advisors, LLC
Up to $15,000 for financial planning and consulting; $750 to $10,000 for Retirement Plan Consulting
$0 - $249,999.99: 2.50% $250,000.00 - $499,999.99: 2.00% $500,000.00 - $749,999.99: 1.65% $750,000.00 - $1,249,999.99: 1.50% $1,250,000.00+: 1.25%
Securities sales commissions and trail fees from mutual funds via affiliated broker-dealer
Up to $350/hour for financial planning and consulting; up to $250/hour for Retirement Plan Consulting
Minimum fee: Minimum fee of $250 for written financial plans Fee-only: Hourly fees up to $350/hour; flat fees up to $15,000 for financial planning and consulting services; Retirement Plan Consulting fees: hourly up to $250/hour, flat fees $750 to $10,000, or up to 1.00% of plan assets
5000 Ritter Rd, Ste 202
Mechanicsburg, PA 17055
Pennsylvania
OSAIC
2024 - Present (2 years)
Securities America Inc.
2017 - 2024 (7 years)
Guardian Asset Advisors LLC
2007 - Present (19 years)
National Planning Corporation
1999 - 2017 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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