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Erin Lindsay Britton

Marion Wealth Management

Monroeville, PA

CRD 5735564

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Employer firm

Marion Wealth Management CRD 315730

$543M 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
Marion Wealth Management

2790 Mosside Blvd Suite 640, Monroeville, PA 15146 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-02-15
  • PA RA
    APPROVED
    Since 2024-02-15

Branch Locations

2790 Mosside Blvd Suite 640, Monroeville, PA 15146 • 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
Ubs Securities New York NY 01/2014 11/2016
Ubs Financial Services Inc Pittsburgh PA 12/2016 03/2018
Ubs Financial Services Inc Pittsburgh PA 03/2018 04/2023
Marion Wealth Management, Llc Monroeville PA 12/2023 Present
N/A Pittsburgh PA 04/2023 12/2023
  • 01/2014 → 11/2016
    Ubs Securities
    New York, NY
  • 12/2016 → 03/2018
    Ubs Financial Services Inc
    Pittsburgh, PA
  • 03/2018 → 04/2023
    Ubs Financial Services Inc
    Pittsburgh, PA
  • 12/2023 → Present
    Marion Wealth Management, Llc
    Monroeville, PA
  • 04/2023 → 12/2023
    N/A
    Pittsburgh, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-07
  • S66 Uniform Combined State Law Examination
    2019-10-07
Other Names
  • Erin Lindsay Britton Torrens

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · MONROEVILLE, PA
CETERA INVESTMENT ADVISERS LLC · MONROEVILLE, PA
CITIZENS SECURITIES, INC. · MONROEVILLE, PA

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