Marius V Mada
Investment adviser representative at USAA Investment Services Company
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
19 years in the industry.
- USAA Investment Services CompanyApr 2024 to now
- USAA Life Insurance CompanyMar 2024 to now
- Morgan StanleyNov 2023 to Mar 2024
- Charles Schwab Bank, SsbNov 2021 to Nov 2023
- Charles Schwab & Co., Inc.Oct 2021 to Nov 2023
- Fidelity InvestmentsJul 2020 to Oct 2021
- USAA Investment Services CompanyJan 2018 to Jul 2020
- USAA Financial Planning ServicesJun 2013 to Jul 2020
- USAA Financial Advisors IncJun 2013 to Jun 2020
- Compass Bible ChurchDec 2007 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
USAA Investment Services Company
$0Assets managed
2,635Clients
110Advisers
4 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
- 6115731
- Firm CRD
- 5475