David John Marotta

Employer firm

Marotta Wealth Management, Inc. CRD 115645

$686M regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1998 → Present
  Marotta Asset Management
  Charlottesville, VA

Other Businesses

NONE OF DAVID JOHN MAROTTA'S OTHER BUSINESS OWNERSHIPS INVOLVES A SUBSTANTIAL AMOUNT OF TIME; NOR DO THEY PRESENT ANY MATERIAL CONFLICTS OF INTEREST. HE DOES NOT SERVE AS AN OFFICER, DIRECTOR, PARTNER, OR EMPLOYEE OF ANY OTHER ORGANIZATION ENGAGED IN TRADING SECURITIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-07

Designations

• Certified Financial Planner