A complete list of active advisors currently associated with Marello Investment Advisors, Inc.

Warmer can help you find a great advisor at Marello Investment Advisors, Inc. or one who fits your needs even better.

Marello Investment Advisors, Inc. is an independent advisory firm with one listed advisor managing about $27.6 million for roughly 15 clients. The firm provides advisory services primarily to pension and profit‑sharing plans and also conducts securities and insurance activities as a registered representative of a broker‑dealer and as an insurance agent. The firm’s advisory work is largely non‑discretionary, offering recommendations while clients retain final authority over transactions rather than granting the firm trading discretion. Fees are charged on a percentage‑of‑AUM basis, and the brochure discloses that the firm may facilitate transactions and insurance placements through its broker‑dealer and insurance roles. Distinctive aspects include the combination of plan‑level focus with registered representative and insurance agent activities, and a client base weighted toward pension/profit‑sharing arrangements rather than individual discretionary portfolios. In contrast to many independent solo advisors who concentrate on discretionary portfolio management for individuals, Marello emphasizes consultative, non‑discretionary advice and transactional services tied to its broker‑dealer and insurance relationships.

To learn more about the advisors currently working at Marello Investment Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.