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Misty Lynn Marlowe

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
587 clients
Average Client Portfolio
$799K average
Assets Under Management
$469.2M

Fee Structure

Minimum Investment:$100K
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Location

Martinsburg, WV

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Misty is an Investment Advisor Representative with Hartshorne Group, LLC since 2008, but is transitioning away from that role. She is also an Investment Advisor Representative with Maridea Wealth Management LLC since September 2024.

Employment History
Current Registrations
Maridea Wealth Management
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Hartshorne Group, LLC
April 2016 - October 2024 · 8 yrs 6 mos
State Registrations2 states
NJWV
Advisor
Exams
No exam information available for this advisor.