Marilyn Hoosen: eGOLI Advisor Lands Mutual Fund Complaint

Recent investor complaints against Alexandria, Virginia financial advisor Marilyn Hoosen (CRD# 4639441) allege that she made unauthorized and excessive trades. Financial Industry Regulatory Authority records show that she is registered as a broker and an investment advisor with Stifel Independent Advisors, doing business as eGOLI Wealth Advisors.

Ms. Hoosen’s BrokerCheck report discloses two investor complaints. The most recent, filed in July 2025, alleges that as a representative of Merrill Lynch, she made unauthorized mutual fund trades. The pending complaint alleges unspecified damages.

An earlier investor complaint, filed in June 2025, alleges that as a Merrill Lynch representative, she made excessive trades involving stock products. The pending complaint also alleges unspecified damages.

eGOLI Wealth Advisors’ website includes a profile of Ms. Hoosen that describes her background and experience as a financial advisor. As it explains, she worked in various capacities before she entered the financial services industry, including in customer support at a technology startup and in financial aid at a university. Elsewhere, the firm describes its range of wealth management services, including investment planning and risk mitigation strategies. “specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs,” it states, “and enables them to pursue both short- and long-term goals.”

According to the Financial Industry Regulatory Authority, Marilyn Hoosen holds 19 years of securities industry experience. Based in Alexandria, Virginia, she has been registered as a broker and an investment advisor with Stifel Independent Advisors since June 2025, doing business as eGOLI Wealth Advisors. Her past registrations include Merrill Lynch, Morgan Stanley, BB&T Investment Services, TD Waterhoues Investor Services, and Edward Jones. Her credentials include the passage of four securities industry qualifying exams: the Uniform Investment Adviser Law Examination, or Series 65; the Uniform Securities Agent State Law Examination, or Series 63; the Securities Industry Essentials Examination, or SIE; and the General Securities Representative Examination, or Series 7. She holds 26 state licenses. (Information current as of August 7, 2025.)

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