Mary beth Fanelli
Investment adviser representative at Faithward Advisors, LLC
17 yearsExperience
3 statesRegistered in
$1.1BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Osaic Wealth Inc.Oct 2024 to now
- Faithward Advisors, LLCAug 2023 to now
- Ambassador Advisors, LLCDec 2022 to Dec 2023
- American Portfolios Financial ServiceSep 2022 to Oct 2024
- Wells Fargo Clearing Services, LLCMar 2019 to Sep 2022
- Wells Fargo Advisors LLCMay 2009 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (NC, NJ, PA).
Faithward Advisors, LLC
$1.1BAssets managed
3,114Clients
18Advisers
24 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
- 5320223
- Firm CRD
- 116978