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John Marotta

Summit Investment Advisory Group LLC

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About John Marotta

John Marotta is an investment advisor representative with Summit Investment Advisory Group LLC, a firm located in Huntingdon Valley, PA. John is registered with the state of Pennsylvania and is active in 14 states. John has been with Summit Investment Advisory Group LLC since June 2021. John holds a Series 65 license.

Firm Information

John Marotta is currently registered with Summit Investment Advisory Group LLC. Summit Investment Advisory Group LLC is an investment advisory firm with approximately $45,183,250 in assets under management. The firm provides financial planning and portfolio management services to individuals, including high-net-worth individuals. They have 137 client accounts, with 27 high-net-worth individuals accounting for $33,245,000 in assets under management.

$45.18M

Assets Under Management

125

Total Clients

2

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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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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John Marotta’s Registration & Firm History

PA

10/08/2021 - Present

Summit Investment Advisory Group LLC (HUNTINGDON VALLEY PA)

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Licenses & Designations

IA

Issued 08/31/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Marotta.
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