Dante John Marzetta
Also appears in the source record as: D J Marzetta
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (11)
- Series 66Series 63Series 10Series 9Series 53Series 24Series 26Series 52TOSIESeries 7Series 6
- Registered states (12)
- Alabama · California · Florida · Georgia · Maryland · Massachusetts · North Carolina · South Carolina · Tennessee · Texas · Utah · Virginia
- Years in the industry (source record)
- 25
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Fidelity Brokerage Services LLC
- Firm CRD
- 7784
- SEC number
- Not yet retrieved from the source record
- Assets under management
- Not yet retrieved from the source record
- Website
- Not yet retrieved from the source record
- Phone
- Not yet retrieved from the source record
- Firm location
- Not yet retrieved from the source record
Employment history (16)
From the source registration record · current first
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Mar 31, 2025 → present
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Mar 11, 2019 → present
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start not retrieved → present
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Fidelity Personal And Workplace AdvisorsIA capacityMar 15, 2019 → Mar 31, 2025
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Usaa Investment Management CompanyIA capacityJan 8, 2018 → Mar 12, 2019
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Usaa Financial Advisors, Inc.BD capacityFeb 16, 2015 → Mar 12, 2019
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Usaa Financial Planning ServicesIA capacityMar 3, 2015 → Jan 8, 2018
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Strategic Advisers, Inc.IA capacityJun 20, 2013 → Jan 2, 2015
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Fidelity Brokerage Services LLCBD capacityJun 13, 2013 → Jan 2, 2015
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Metlife Securities Inc.BD capacityMar 28, 2011 → May 21, 2013
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Metlife Securities Inc.IA capacityMar 28, 2011 → May 21, 2013
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Lincoln Financial Securities CorporationBD capacityJun 17, 2009 → Mar 8, 2011
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Lincoln Financial Distributors, Inc.BD capacityDec 26, 2008 → May 11, 2009
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Lincoln Financial Advisors CorporationBD capacitySep 20, 2004 → Nov 26, 2008
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The Lincoln National Life Insurance CompanyBD capacitySep 20, 2004 → Jun 12, 2006
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First Command Financial Planning, Inc.BD capacityJan 1, 2001 → Oct 22, 2002
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.