Marianna Beddard
PlayBook Advizor · Port Washington, New York
Marianna Beddard is a fee-only financial advisor at PlayBook Advizor in Port Washington, New York. Marianna charges an ongoing planning fee and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
Facts
| Firm | PlayBook Advizor |
|---|---|
| Based in | Port Washington, New York |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $15M across 15 accounts |
| SEC registration | Investment adviser representative in CA, NY · CRD 6329249 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.playbookadvizor.com |
| Profile |
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Questions about Marianna
Is Marianna Beddard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marianna holds no broker registration, and PlayBook Advizor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marianna charge for financial advice?
Marianna charges an ongoing planning fee.
Where is Marianna Beddard based?
Marianna Beddard is based in Port Washington, New York.
What does Marianna specialize in?
Marianna's specialties include retirement planning. Marianna works with retirees, pre-retirees and mid-life transitions.
Is Marianna Beddard registered with the SEC?
Yes. Marianna Beddard is registered as an investment adviser representative in CA and NY (CRD 6329249), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PlayBook Advizor manage?
PlayBook Advizor reports $15M across 15 accounts in assets under management.
How do I contact Marianna Beddard?
Through Marianna's website, www.playbookadvizor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- PlayBook Advizor website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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