David Marotta has been President/Chief Compliance Officer of Marotta Asset Management since July 2000, is a control person of the firm and directly owns 75% or more of it. David Marotta holds a Master's degree in Computer Science from the University of Oregon and a B.A. in Philosophy and Electrical Engineering from Stanford University.
Marotta Asset Management, Inc. is a Charlottesville, VA firm with $686M under management, 366 clients and 12 advisers in one office, as of its October 2026 filing.
David Marotta is President and Founder of Marotta Wealth Management. He leads the management team as Chief Executive Officer, heads the Investment Committee and serves as Chief Compliance Officer. He founded the firm in 2000, when it was called Marotta Asset Management.
- – present · 19 yearsCharlottesville, VA · Adviser representative · Firm CRD 115645
Investment adviser representative registrations
David Marotta is registered as an investment adviser representative in Virginia, since March 2007.
- VirginiaSince 8 March 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 March 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David John Marotta
- CRD
- 3120641
- Firm
- Marotta Asset Management · CRD 115645
- Role
- President/Chief Compliance Officer
- Office
- 1000 EDNAM CENTER, SUITE 200, Charlottesville, VA 22903-4615
- Registration
- Investment adviser registration
- In the industry since
- February 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- marottaonmoney.com
Where does David Marotta work?
David Marotta has been President/Chief Compliance Officer of Marotta Asset Management, Inc. since July 2000, and is a control person of the firm.
Is David Marotta a financial advisor?
Yes. David Marotta has a current investment-adviser registration in Virginia, through Marotta Asset Management since February 2007.
How many years of experience does David Marotta have?
David Marotta has 19 years in the financial industry, since February 2007, across 1 adviser firm.
What exams has David Marotta passed?
David Marotta passed the Series 65 in March 2007.
Where is David Marotta based?
David Marotta’s registered office is in Charlottesville, VA.
Is David Marotta registered with FINRA?
No. David Marotta has no current broker registration.
How can I verify David Marotta’s record?
Search CRD 3120641 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Marotta’s full registration record.