Best Investors
Account
Sign in
Maridea Wealth Management CRD 325523
$959M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-02 |
| TX | RA | APPROVED | 2026-03-13 |
Branch Locations
25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hermening Advisory Services Llc | Phoenix | AZ | 12/2007 | 07/2018 |
| First Allied Securities, Inc. | Phoenix | AZ | 05/2008 | 08/2018 |
| Cetera Investment Advisers Llc | Phoenix | AZ | 04/2018 | 08/2019 |
| Cetera Investment Services Llc | Phoenix | AZ | 03/2018 | 08/2019 |
| Dynamic Wealth Advisors Dba Chichester Financial Group Llc. | Phoenix | AZ | 08/2021 | 10/2023 |
| Lpl Financial Llc Dba Chichester Financial Group Llc | Phoenix | AZ | 10/2023 | 03/2026 |
| First Allied Advisory Services, Inc. | Phoenix | AZ | 12/2007 | 08/2018 |
| Maridea Wealth Management Llc | Phoenix | AZ | 03/2026 | Present |
| Trustbank Wealth Management | Phoenix | AZ | 11/2017 | 06/2021 |
1) Maridea Insurance Company, LLC; Not investment-related; Same address; Licensed Insurance Agent; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Precision Tax Consulting, LLC; Not investment-related; Same address; Owner; Tax and accounting firm; Tax preparation services; Less than 5% of time during the month. 3) Medical Mission Sisters; Investment-related; Same address; Investment Committee Member; International non-profit organization; Serve as advisor to organization, assist in conversations between money managers and investment committee; Less than 5% of time. 4) Arizona Society of CPAs; Investment-related; Same address; Investment Committee Member; Non-profit organization; Assist with direction of investment managers; Less than 5% of time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-29 |
Reach out to this advisor