Megan Russell has been Vice President, COO of Marotta Asset Management since December 2020, is a control person of the firm and directly owns under 5% of it.
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.
- – present · 3 yearsCharlottesville, VA · Adviser representative · Firm CRD 115645
Investment adviser representative registrations
Megan Russell is registered as an investment adviser representative in Virginia, since May 2023.
- VirginiaSince 26 May 2023
Examinations
No examinations are on Megan Russell’s record.
- Full name
- Megan Marotta Russell
- CRD
- 7335965
- Firm
- Marotta Asset Management · CRD 115645
- Role
- Vice President, COO
- Office
- 1000 EDNAM CENTER, SUITE 200, Charlottesville, VA 22903-4615
- Registration
- Investment adviser registration
- In the industry since
- May 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Megan Russell work?
Megan Russell has been Vice President, COO of Marotta Asset Management, Inc. since December 2020, and is a control person of the firm.
Is Megan Russell a financial advisor?
Yes. Megan Russell has a current investment-adviser registration in Virginia, through Marotta Asset Management since May 2023.
How many years of experience does Megan Russell have?
Megan Russell has 3 years in the financial industry, since May 2023, across 1 adviser firm.
Where is Megan Russell based?
Megan Russell’s registered office is in Charlottesville, VA.
Is Megan Russell registered with FINRA?
No. Megan Russell has no current broker registration.
How can I verify Megan Russell’s record?
Search CRD 7335965 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Megan Russell’s full registration record.
