Margaret Omarra Maruzo
Investment adviser representative at Principle Wealth
10 yearsExperience
1 stateRegistered in
$3.2BFirm assets
8 yearsFirm in business
Are you Margaret Omarra Maruzo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Principle WealthJan 2023 to now
- Principle Wealth Partners LLCSep 2019 to now
- Oneamerica SecuritiesSep 2016 to Sep 2019
- Vf Mcneil InsuranceAug 2016 to Aug 2019
- American United Life Insurance CompanyJul 2016 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (CT).
Principle Wealth
Legal name: Principle Wealth Partners LLC
$3.2BAssets managed
1,210Clients
21Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2820825
- Firm CRD
- 290180