Marc Fredrick Zarro

CRD 3264478 · Wells Fargo Advisors · Yardley, PA

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 31Series 7Series 6Series 65Series 63
Registered states (15): Arizona · California · Connecticut · Delaware · Florida · Georgia · Massachusetts · Nebraska · Nevada · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Tennessee
Years in the industry (source record): 25
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 3264478 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (13)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Yardley, PA · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Yardley, PA · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Yardley, PA · IA capacity

start not retrieved → present
Investment Professionals, Inc.
San Antonio, TX · BC capacity

Feb 19, 2016 → Sep 8, 2016
Penn Investment Advisors, Inc.
Doylestown, PA · IA capacity

Jan 9, 2015 → Sep 8, 2016
Eagleview Securities, Inc
Doylestown, PA · BC capacity

Jan 5, 2015 → Feb 19, 2016
Sunbelt Securities, Inc.
Newtown, PA · BC capacity

Jan 5, 2011 → Dec 31, 2014
Longview Capital Management LLC
Wilmington, DE · IA capacity

Jan 11, 2010 → Dec 12, 2014
Evolve Securities, Inc.
Philadelphia, PA · BC capacity

Jan 7, 2010 → Dec 31, 2010
Ing Financial Partners, Inc
Mt Laurel, NJ · IA capacity

Mar 19, 2007 → Jan 11, 2010
Ing Financial Partners, Inc.
Mt Laurel, NJ · BC capacity

Mar 5, 2007 → Jan 11, 2010
H&r Block Financial Advisors, Inc.
Yardley, PA · IA capacity

Jun 30, 2003 → Mar 2, 2007
H&r Block Financial Advisors, Inc.
Yardley, PA · BC capacity

Jul 11, 2000 → Mar 2, 2007

Source & corrections

Where this page comes from

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