AdFi
MC

Marianne Coccia Inforzato

Investment Adviser Representative at THE FAIRMAN GROUP, LLC

Berwyn, PACRD #2573405Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Pennsylvania
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/19/1994
Series 63
Uniform Securities Agent State Law Examination
Passed 12/12/1994
Series 2
Non-Member General Securities Examination
Passed 12/23/1994

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $2.0 million1.00%
Next $3.0 million0.75%
Next $5.0 million0.50%
Next $10.0 million0.35%
Over $20.0 million0.25%
Account minimum: $1,500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

THE Fairman Group, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

THE FAIRMAN GROUP, LLCCurrent
8/1/2002Berwyn, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at THE FAIRMAN GROUP, LLC

Showing 12 of 16 in the directory

View THE FAIRMAN GROUP, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marianne Coccia Inforzato has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Marianne Coccia Inforzato - Financial Advisor in Berwyn, PA | AdvisorFinder