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CRD 110744
PHILADELPHIA, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JEFFREY ALAN WEIAND | Certified Financial Planner | PHILADELPHIA, PA | 35 | 40 | n/a | no |
| MARC CHARLES LABADIE | Certified Financial Planner | PHILADELPHIA, PA | 20 | 20 | n/a | no |
| RICHARD JOHN DURSO | Certified Financial Planner | PHILADELPHIA, PA | 17 | 29 | 1 | no |
| CHRISTOPHER NONE VASSALLO | Certified Financial Planner | PHILADELPHIA, PA | 13 | 16 | n/a | no |
| RACHEL FIEWEGER MORAN | n/a | PHILADELPHIA, PA | 12 | 14 | 1 | no |
| IRENE SUSAN GIMAN | Certified Financial Planner|Chartered Financial Analyst | PHILADELPHIA, PA | 10 | 42 | 1 | no |
| MITCHELL JEFFREY METZ | Certified Financial Planner | PHILADELPHIA, PA | 10 | 39 | 1 | no |
| GREGORY JOHN YOUNG | n/a | PHILADELPHIA, PA | 10 | 26 | 1 | no |
| WILLIAM GEORGE LOVE | Certified Financial Planner | PHILADELPHIA, PA | 7 | 28 | 2 | no |
| NICOLE MARIE OFFERMAN | n/a | PHILADELPHIA, PA | 7 | 20 | 3 | no |
| Man-Hyung Hahn | Certified Financial Planner | PHILADELPHIA, PA | 6 | 12 | n/a | no |
| GARRET JAMES DESJARDINS | Certified Financial Planner | Philadelphia, PA | 5 | 11 | 1 | no |
| BRENT JACOB ZACOK | Certified Financial Planner | Philadelphia, PA | 5 | 11 | n/a | no |
| Molly Wentz Baker | Certified Financial Planner | PHILADELPHIA, PA | 3 | 14 | n/a | no |
| Stephen Frederick Horstmann | Certified Financial Planner | PHILADELPHIA, PA | 2 | 13 | 1 | no |
| Zachary Robert Merring | Certified Financial Planner | PHILADELPHIA, PA | 0 | 11 | 1 | no |
| Maxine Dara Shevlin | Certified Financial Planner | PHILADELPHIA, PA | 0 | 15 | 1 | no |
| Lillia Smith | Certified Financial Planner | PHILADELPHIA, PA | 0 | 11 | 2 | no |
| Jacob William Carroll | n/a | PHILADELPHIA, PA | 0 | 11 | n/a | no |
| Gavin Llewellyn Maurer | Certified Financial Planner | PHILADELPHIA, PA | 0 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DURSO, RICHARD, JOHN | PRESIDENT/CHIEF FINANCIAL OFFICER/SENIOR WEALTH ADVISOR | B | yes | 07/2013 | Feb 26, 2026 | Feb 26, 2026 |
| LABADIE, MARC, CHARLES | EXECUTIVE VICE PRESIDENT | B | yes | 01/2015 | Feb 26, 2026 | Feb 26, 2026 |
| METZ, MITCHELL, JEFFREY | SENIOR VICE PRESIDENT | B | yes | 03/2016 | Feb 26, 2026 | Feb 26, 2026 |
| WEIAND, JEFFREY, ALAN | CHAIRMAN & CHIEF EXECUTIVE OFFICER | B | yes | 07/2022 | Feb 26, 2026 | Feb 26, 2026 |
| YOUNG, GREGORY, JOHN | CHIEF INVESTMENT OFFICER OPERATING OFFICER | Na | yes | 01/2021 | Feb 26, 2026 | Feb 26, 2026 |
| DAVIES, ELIZABETH, ANN | President | Na | yes | 03/2017 | Mar 31, 2017 | Oct 8, 2024 |
| Hahn, Man-Hyung | DIRECTOR OF TAX STANDARDS/SENIOR FINANCIAL PLANNER | Na | no | 04/2024 | Feb 26, 2026 | Feb 26, 2026 |
| LOVE, WILLIAM, GEORGE | SENIOR FINANCIAL PLANNER | Na | no | 04/2023 | Feb 26, 2026 | Feb 26, 2026 |
| MORAN, RACHEL, FIEWEGER | VICE PRESIDENT OF PERSONAL WEALTH MANAGEMENT | A | no | 04/2018 | Feb 26, 2026 | Feb 26, 2026 |
| OFFERMAN, NICOLE, MARIE | VICE PRESIDENT OF EMPLOYER RETIREMENT PLAN SERVICES | Na | no | 04/2023 | Feb 26, 2026 | Feb 26, 2026 |
| VASSALLO, CHRISTOPHER, NONE | VICE PRESIDENT OF CLIENT DEVELOPMENT | A | no | 03/2017 | Feb 26, 2026 | Feb 26, 2026 |
| CREMI, KEVIN, JOHN | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | Na | no | 07/2022 | Jul 7, 2022 | Oct 8, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Atlanta | Ga | United States | 0 | no |
| Marlton | Nj | United States | 0 | no |
| BALA CYNWYD | Pa | United States | 0 | no |
| Malvern | Pa | United States | 0 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 26, 2026 | $2.7B | $2.7B | 39 | 22 | 4 | n/a | n/a |
| 2024 | Mar 11, 2025 | $2.4B | $2.4B | 41 | 18 | 4 | n/a | n/a |
| 2023 | Mar 5, 2024 | $2.1B | $2.1B | 41 | 16 | 4 | n/a | n/a |
| 2022 | Mar 15, 2023 | $1.9B | $1.9B | 38 | 17 | 4 | n/a | n/a |
| 2021 | Mar 15, 2022 | $2.2B | $2.2B | 37 | 19 | 1 | n/a | n/a |
| 2020 | Mar 31, 2021 | $1.9B | $1.9B | 37 | 19 | 3 | n/a | n/a |
| 2019 | Mar 31, 2020 | $1.6B | $1.6B | 37 | 6 | 4 | n/a | n/a |
| 2018 | Mar 30, 2019 | $1.5B | $1.5B | 34 | 3 | 5 | n/a | n/a |
| 2017 | Mar 29, 2018 | $1.5B | $1.5B | 36 | 3 | 6 | n/a | n/a |
| 2016 | Mar 31, 2017 | $1.3B | $1.2B | 30 | 6 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $980M | $949M | 33 | 15 | n/a | n/a | n/a |
| 2014 | Mar 23, 2015 | $959M | $903M | 23 | 15 | n/a | n/a | n/a |
| 2013 | Mar 7, 2014 | $791M | $790M | 19 | 13 | n/a | n/a | n/a |
| 2012 | Mar 21, 2013 | $664M | $662M | 19 | 13 | n/a | n/a | n/a |
| 2011 | Mar 27, 2012 | $588M | $585M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 3 | 1 | 2 | 5.0% | 0 | 0 | 0 | 4 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.7B | $2.4B | 14.4% | $1.9B | 12.3% | 39 | 41 | 4 | 4 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| PINNACLE FINANCIAL ADVISORS, LLC | 3 | Mar 30, 2016 | Apr 19, 2016 | MARLTON, NJ | Firm absorbed | Other | 100.0% |