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Marco Ottonello

Equita Financial Network, Inc.

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About Marco Ottonello

Marco Ottonello is an Investment Advisor Representative with Equita Financial Network, Inc. Marco has been working in the financial industry since August 2012 and holds the Series 65 license. Marco is registered with the state of California and has been working with Equita Financial Network, Inc. since September 2024. Marco specializes in financial planning, selection of other advisors, and portfolio management for individuals. Marco co-founded Rame srl, a financial education and financial planning company in Italy that serves mostly women.

Firm Information

Marco Ottonello is currently registered with Equita Financial Network, Inc.. Equita Financial Network, Inc. is an investment advisory firm headquartered in FORT WASHINGTON, PA. The firm provides financial planning, selection of other advisers, and portfolio management for individuals. Equita Financial Network, Inc. manages approximately $283,061,181 in client assets. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth individuals.
Equita Financial Network, Inc.

500 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034

$283.06M

Assets Under Management

62

Total Clients

14

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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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Marco Ottonello’s Registration & Firm History

WA

11/22/2024 - Present

Equita Financial Network, Inc. (Bellevue WA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marco Ottonello.
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