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David William Marrazzo

Guardian Asset Advisors, LLC

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About David William Marrazzo

David William Marrazzo is a financial advisor with Guardian Asset Advisors, LLC. David has been working in the financial services industry since 1987. He specializes in providing financial advice to individuals, corporations and charitable organizations. David is registered with the Financial Industry Regulatory Authority (FINRA) and has passed the Series 6, 7, 24, 51, 63 and 66 exams. David is also a licensed insurance agent.

Firm Information

David Marrazzo is currently registered with Guardian Asset Advisors, LLC. Guardian Asset Advisors, LLC is an investment advisory firm based in Mechanicsburg, Pennsylvania. With over $200 million in regulatory assets under management, the firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They have a team of 7 licensed agents and investment advisor representatives, offering a range of services tailored to their clients' needs.
Guardian Asset Advisors, LLC

5000 RITTER RD

MECHANICSBURG, PA 17055

$200.53M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Marrazzo’s Registration & Firm History

PA

11/18/2021 - Present

Guardian Asset Advisors, LLC (MECHANICSBURG PA)

PA

10/09/2017 - 06/14/2024

SECURITIES AMERICA, INC. (MECHANICSBURG PA)

PA

01/04/1999 - 10/11/2017

NATIONAL PLANNING CORPORATION (MECHANICSBURG PA)

MD

03/13/1996 - 01/04/1999

THE ADVISORS GROUP, INC. (BETHESDA MD)

TX

07/08/1995 - 03/29/1996

SUNPOINT SECURITIES, INC. (LONGVIEW TX)

MN

08/05/1987 - 06/27/1995

FORTIS INVESTORS, INC. (OAKDALE MN)

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Licenses & Designations

BOTH

Issued 06/15/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2006

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 02/16/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/10/1994

Series 7 - General Securities Representative Examination

BC

Issued 08/03/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David William Marrazzo. Review regulatory record here.
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