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Jason Marcieski

Advisor at Merrill

Updated today

Location

Greensburg, PA 15601

Credentials

Series 63, Series 65

Industry experience

17 years

About

Jason Marcieski is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. His services encompass general investing, retirement planning, and preparation for unexpected financial needs. Additionally, he connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions.

Jason holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Temple University. He emphasizes an individualized approach, seeking to uncover what matters most to each client and their family in order to create tailored financial strategies that align with their objectives.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

General retirement planning Wealth management Income planning

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Based on Merrill

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

1225 S Main St

Greensburg, PA 15601

Most active in

Pennsylvania · Texas

Work history

Bank of America, N.A.

2024 - Present (2 years)

Merrill

2024 - Present (2 years)

Vicus Capital, Inc

2023 - 2024 (1 year)

Iron Point Financial

2023 - 2024 (1 year)

Cetera Advisor Networks

2023 - 2024 (1 year)

NYLIFE Securities LLC

2022 - 2023 (1 year)

New York Life Insurance

2022 - 2023 (1 year)

University of the Cumberlands

2021 - 2023 (2 years)

Mindflow

2017 - Present (9 years)

Cosmic 7

2013 - 2017 (4 years)

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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Mark D

Series 65

Mc Keesport, PA

Digiorgio Capital Management, Inc.

Mark Digiorgio is the principal of Digiorgio Capital Management, Inc. in McKeesport, PA, holding a Series 65 designation with 27 years of industry experience. He also owns and operates Mark DiGiorgio Tax & Accounting Firm, where he oversees accounting functions and income tax preparation. Digiorgio Capital Management provides investment management services to individuals, corporations, trusts, and pension plans, focusing on conservative portfolios that primarily include large-cap mutual funds, equities, and fixed income securities. The firm manages approximately $42 million in assets across about 220 client relationships and operates alongside an affiliated accounting practice.

Wealth management
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Suzanne W

Series 63, Series 66

Greensburg, PA

Elle Investment Group LLC

Suzanne Ward is the sole advisor at Elle Investment Group LLC in Greensburg, PA, holding Series 63 and Series 66 designations with 14 years of industry experience. Her career includes roles at PNC Investments and Purshe Kaplan Sterling Investments, as well as ownership interests in several businesses, including a personal finance blog and a wedding invitations and home decor company. She also owns 3Natives Greensburg LLC, a healthy fast food business. Elle Investment Group LLC serves individuals, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $14.9 million across about 80 client accounts. The firm provides discretionary investment supervisory services focused on long-term trading, utilizing a combination of charting, fundamental, technical, and cyclical analysis, and offers periodic portfolio reviews and custodial reporting.

Active portfolio management
user avatar

Paul R

CFP®, Series 65

Monroeville, PA

Rossi Financial Associates, Inc.

Paul Rossi is a CFP® and Series 65-licensed financial advisor with 30 years of industry experience. He has been the principal of Rossi Financial Associates, Inc. since 1995 and maintains a longstanding affiliation with the accounting firm Henry Rossi & Co. Rossi Financial Associates provides investment advisory, financial planning, and retirement plan consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis across various asset classes and offers both discretionary and non-discretionary portfolio management, with a notable focus on pension consulting and institutional-style portfolio management.

Wealth management General estate planning guidance General tax planning
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Robert R

Series 66

Latrobe, PA

Rodino Wealth Management LLC

Robert Rodino is a financial advisor at Rodino Wealth Management LLC in Latrobe, PA, holding a Series 66 designation with two years of industry experience. Prior to founding his independent firm, he worked at Ameriprise Financial Services, LLC. His outside business activities include acting as a licensed insurance agent with limited time spent on insurance sales. Rodino Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers personalized investment advice incorporating fundamental and technical analysis and may engage sub-advisors for portfolio management, conducting quarterly account reviews with attention to rebalancing and tax-loss harvesting.

Wealth management College savings (529s, UTMA, etc.)
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Daniel P

Series 63, Series 65

N Versailles, PA

Daniel Power, LLC

Daniel Power is the sole advisor at Daniel Power, LLC, holding Series 63 and Series 65 licenses with three years of industry experience. He founded Daniel Power, LLC in 2022 after an extended period outside the financial industry. The firm provides portfolio management services primarily for individual and high-net-worth clients, focusing on fundamental analysis and a long-term trading approach. Daniel Power, LLC generally recommends mutual funds tailored to clients’ risk tolerance and time horizon and operates under a fiduciary standard without accepting discretionary authority, requiring clients to maintain a custody relationship with Schwab Institutional.

Passive / index investing
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Craig E

CFP®, Series 63, Series 65

Irwin, PA

CS Ellis

Craig Ellis is a CFP® professional with 18 years of industry experience. He is currently the principal of CS Ellis and has been involved with Centauri Advisory Group, Inc. since 2012, serving as COO and CCO while also working as an investment adviser representative. In addition to his advisory roles, Ellis is licensed to sell various insurance products, including fixed index annuities. CS Ellis is a state-registered investment adviser offering portfolio management, financial planning, and adviser referral services primarily for individuals and small businesses. The firm employs a core-satellite investment approach that combines a stable core portfolio with sector-specific exposures and higher-growth opportunities, utilizing third-party research and managers in a non-discretionary framework.

Income planning Retirement income strategy Life insurance needs analysis Annuities
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