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Wade Cornett

MacRo Advisors, Inc.

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About Wade Cornett

Wade Cornett is a financial advisor at MacRo Advisors, Inc. Wade has been in the financial services industry since 1995. Wade is registered with the state of Pennsylvania. Wade holds Series 6, Series 7, Series 63, and SIE licenses. Wade also holds the designation of Chartered Financial Consultant. Wade has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Wade provides financial planning and portfolio management services.

Firm Information

Wade Cornett is currently registered with MacRo Advisors, Inc.. MacRo Advisors, Inc. is an investment advisory firm based in York, PA, with a total of $208,504,099 in regulatory assets under management. They specialize in providing financial planning, portfolio management for individuals, and pension consulting services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They have a team of 6 licensed agents and 7 investment advisor representatives.
MacRo Advisors, Inc.

526 GREENBRIAR ROAD

YORK, PA 17404

$208.50M

Assets Under Management

Not reported

Total Clients

8

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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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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percentage of assets

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

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Wade Cornett’s Registration & Firm History

PA

03/27/2024 - Present

MacRo Advisors, Inc. (YORK PA)

PA

03/25/2017 - 02/23/2024

MML INVESTORS SERVICES, LLC (YORK PA)

PA

09/06/1995 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (YORK PA)

PA

09/06/1995 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (YORK PA)

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Licenses & Designations

BC

Issued 07/31/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2001

Series 7 - General Securities Representative Examination

BC

Issued 09/05/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Wade Cornett. Review regulatory record here.
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