JA
John Andrew Marcelia
CRD 4187580
Firms
| Firm | Role | As of |
|---|---|---|
| M Group Investment Advisor, Llc | Registered representative | 07/20/2026 |
| Summit Financial, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
M Group Investment Advisor, Llc
Ceo/Cco/Managing Member · 75% or more · Mar 2024
-
M Group Investment Advisor, Llc
President/Secretary/Treasurer · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗