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Joseph Peter Marmorato

Savant Wealth Management

Lancaster, PA

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-05-15
PA RA APPROVED 2023-05-12
  • NJ RA
    APPROVED
    Since 2023-05-15
  • PA RA
    APPROVED
    Since 2023-05-12

Branch Locations

1869 Charter Lane Suite 302, Lancaster, PA 17601 • United States

190 Buckley Drive, Rockford, IL 61107 • 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
Domani Wealth, Llc Lancaster PA 09/2021 05/2023
Mariner Wealth Advisors Madison NJ 01/2015 09/2021
Savant Wealth Management Rockford IL 05/2023 10/2023
Savant Wealth Management Rockford IL 10/2023 03/2025
Savant Wealth Management Rockford IL 04/2025 Present
Previous Registrations
  • 2022-08-30 → 2023-08-04
    Domani Wealth, Llc
    Morristown, NJ
    Lancaster, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-22
  • S65 Uniform Investment Adviser Law Examination
    2022-07-22
Designations

View on SEC IAPD

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