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Perry Dennis Reghetti

Marcum Wealth, LLC

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About Perry Dennis Reghetti

Perry Dennis Reghetti is a Registered Investment Advisor (RIA) with Marcum Wealth, LLC. Perry has been working in the financial industry for over 20 years. Perry is licensed in both Ohio and Texas, and is also a Series 66, Series 7, and SIE licensed professional. Prior to joining Marcum Wealth, Perry has worked at Wunderlich Securities, Inc., Capital Securities of America, Inc., and Merrill Lynch.

Firm Information

Perry Reghetti is currently registered with Marcum Wealth, LLC. Marcum Wealth, LLC is an investment advisor registered with the SEC based in Cleveland, OH. The firm manages over $2.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Marcum Wealth offers financial planning, portfolio management, pension consulting, and other advisory services.
Marcum Wealth, LLC

6685 BETA DRIVE

CLEVELAND, OH 44143

$2.58B

Assets Under Management

146

Total Clients

34

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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Perry Reghetti’s Registration & Firm History

OH

02/13/2020 - Present

Marcum Wealth, LLC (Akron OH)

OH

03/01/2007 - 06/19/2017

WUNDERLICH SECURITIES, INC. (AKRON OH)

OH

01/02/2003 - 03/01/2007

CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)

NY

05/04/1999 - 01/06/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/12/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/19/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Perry Dennis Reghetti. Review regulatory record here.
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