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Richard M

Series 66

Charlotte, NC

1919 Investment Counsel, LLC

Richard Marrone is a financial advisor with 16 years of industry experience, currently at 1919 Investment Counsel, LLC. He holds a Series 66 designation and has worked at firms including Washington Crossing Advisors LLC, Ziegler Capital Management, Stifel Nicolaus & Co, Thomas Weisel Partners LLC, and Advisors Asset Management, Inc. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a range of individual and institutional clients. The firm emphasizes customized portfolios focusing on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and integrated operational resources through its affiliation with Stifel Financial Corp.

ESG / Sustainable investing Private / alternative investments Real estate investing Wealth management General estate planning guidance Founder/Business Owner Executive
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