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Marianne Coccia Inforzato

The Fairman Group, LLC

Berwyn, PA

CRD 2573405

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Employer firm

The Fairman Group, LLC CRD 121492

$902M regulatory AUM 25 advisory clients

Reported services (Item 5G)

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

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

Current Employers
The Fairman Group, Llc

1200 Liberty Ridge Dr Ste 320, Chesterbrook, PA 19087-5570 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2002-08-01
  • PA RA
    APPROVED
    Since 2002-08-01

Branch Locations

300 Berwyn Park, Ste. 202, Berwyn, PA 19312 • 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
Arthur Andersen Philadelphia PA 05/1993 Present
  • 05/1993 → Present
    Arthur Andersen
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-12-19
S63 Uniform Securities Agent State Law Examination 1994-12-12
  • S65 Uniform Investment Adviser Law Examination
    1994-12-19
  • S63 Uniform Securities Agent State Law Examination
    1994-12-12
Designations
  • Certified Financial Planner
Other Names
  • Marianne Coccia

View on SEC IAPD

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