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Brayden Sallee

Advisor at Maridea Wealth Management — Marietta, OH

Updated today

Credentials

Series 66

Experience

1 year

Location

Marietta, OH 45750

Maridea Wealth Management logo

Maridea Wealth Management

Multi-team

Total advisors

32

Across 17 offices

Clients per advisor

48 Typical

Avg AUM per client

$610,000 Typical

HNW client ratio

47% Very High

About

Brayden Sallee is a financial advisor at Maridea Wealth Management with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. Outside of his advisory role, he is involved with Dietz, Futrell & Walters Insurance Inc. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach centered on diversified, low-cost mutual funds and ETFs, managing portfolios on a discretionary basis with ongoing monitoring and tailored planning.

Client services

Based on Maridea Wealth Management

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Maridea Wealth Management

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning

Occupation focus

Based on Maridea Wealth Management

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning fees up to $10,000 fixed fee; cash management and treasury services charged fixed fees based on complexity

Percentage

$0+: up to 2.50% annually (negotiable, based on factors such as scope, complexity, assets managed, overall relationship) $0+: up to 1.00% annually for retirement plan advisory services (negotiable based on plan size and complexity)

Commissions

Certain Advisory Persons may earn commissions in their separate capacity as registered representatives; Maridea itself does not receive commissions

Project-based

Up to $250 per hour for financial planning services

Other

Account minimum: $100,000 (may be reduced or waived at Adviser’s sole discretion) Fee-only: Investment advisory fees based on assets under management, financial planning fees (up to $10,000 fixed or up to $250/hour hourly), cash management services fixed fees (varies)

Location

See office

Marietta, OH

324 4th Street

Marietta OH 45750

Advisors at this office

3

Most active in

Ohio · Texas

Work history

1 year of industry experience

Maridea Wealth Management LLC

2026 - Present • 1 year

Marietta, OH

Private Client Serives

2026 - Present • 1 year

Marietta, OH

LPL Financial LLC

2024 - 2026 • 2 years

Marietta, OH

United Parcel Service

2023 - 2023 • 1 year

Marietta, OH

Shawnee State University

2022 - 2024 • 2 years

Portsmouth, OH

Warren Local High School

2018 - 2022 • 4 years

Vincent, OH

Warren Local Middle School

2014 - 2018 • 4 years

Vincent, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Taj R

Series 66

Parkersburg, WV

Rohr Capital Management

Taj Rohr is a financial advisor at Rohr Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Lazari Capital Management, Niagara International Capital, and BB&T Investments. Outside of his advisory work, Mr. Rohr is president of Taj Rohr Ministries Inc., a nonprofit music ministry that promotes gospel music through weekend church performances. Rohr Capital Management offers discretionary, fee-based portfolio management and financial planning services primarily to individual and small business clients. The firm uses a tactical allocation strategy incorporating exchange-listed securities, mutual funds, and occasional individual stocks, and manages accounts on a discretionary basis with a fiduciary approach for retirement accounts.

General retirement planning Cash flow / budgeting
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Ashley B

Series 65

Parkersburg, WV

Rohr Capital Management

Ashley Boggs is a Series 65 licensed advisor with Rohr Capital Management, where she has worked since 2022. She has three years of industry experience and also serves as president of Problem-Solving Math, LLC, providing educational consulting and support services. Additionally, she works as an independent tax return preparer. Rohr Capital Management offers discretionary portfolio management and financial planning services to individual and small business clients. The firm uses a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis with a fiduciary focus on retirement accounts.

General retirement planning Cash flow / budgeting
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Zachary S

CFP®, Series 65

Vienna, WV

Commonwealth Financial Services

Zachary Seese is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with Commonwealth Financial Services, where he has worked since 2022, and previously has experience in educational roles at several institutions including West Virginia University and Parkersburg South High School. Commonwealth Financial Services is an SEC-registered advisory firm that serves individual clients, pension plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, employing a range of investment strategies that include fundamental and technical analysis, tactical rebalancing, and third-party manager solutions.

Retired Founder/Business Owner Executive
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Samuel C

Series 65

Vienna, WV

Commonwealth Financial Services

Samuel Cremeans is an advisor at Commonwealth Financial Services with a Series 65 credential and one year of industry experience. Prior to joining Commonwealth, he worked at United Parcel Service and Northwestern Mutual. Commonwealth Financial Services is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, trusts, estates, corporations, broker/dealer customers, and other business entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, utilizing fundamental and technical analysis along with third-party manager options.

Retired Founder/Business Owner Executive
user avatar

C. J

Series 63, Series 65

Vienna, WV

Hazlett, Burt & Watson, Inc.

C. Johnson is a financial advisor at Hazlett, Burt & Watson, Inc. with 45 years of industry experience. He has been with the firm since 2009 and holds Series 63 and Series 65 designations. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation and offers both discretionary and non-discretionary account programs across a range of asset classes.

Wealth management Income planning Real estate investing
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Joshua W

Series 65

Vienna, WV

Commonwealth Financial Services

Joshua Wine is a Series 65-licensed financial advisor with Commonwealth Financial Services in Vienna, WV. He has three years of industry experience and also serves as a Tax Manager at Perry & Associates, CPA's, AC, an accounting firm where he has worked for over ten years. Commonwealth Financial Services is an SEC-registered advisory firm that serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers portfolio management, financial planning, retirement plan advisory services, and securities-backed lending solutions, utilizing a range of investment strategies and custodial platforms.

Retired Founder/Business Owner Executive
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