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Misty Lynn Marlowe

Maridea Wealth Management

Neptune, NJ

Brooklyn, NY

CRD 4508270

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Employer firm

Maridea Wealth Management CRD 325523

$959M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Maridea Wealth Management

25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-08-13
WV RA APPROVED 2024-09-26
  • NJ RA
    APPROVED
    Since 2025-08-13
  • WV RA
    APPROVED
    Since 2024-09-26

Branch Locations

Neptune, NJ • United States

25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hartshorne Group, Llc Red Bank NJ 12/2008 10/2024
Hartshorne Group, Llc Red Bank NJ 04/2016 10/2024
Maridea Wealth Management Llc Martinsburg WV 09/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-02
  • S65 Uniform Investment Adviser Law Examination
    2016-04-02
Other Names
  • Misty Knox
  • Misty Marlowe Knox

View on SEC IAPD

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