Paul Marino, financial advisor Braintree MA
96 score

Paul Marino

CRD Number: 1919298
Current Firm: Marino Stram & Associates

Paul Marino (CRD# 1919298) is an Investment Advisor Representative working at Marino Stram & Associates in Braintree, MA and has over 27 years of experience in the finance industry. Paul Marino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Securities America Advisors, Inc. Braintree, MA Mar 2004 - Current 12
Marino, Stram & Associates Braintree, MA Oct 1997 - Current 19
Securities America, Inc. Braintree, MA Oct 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1989
Contact Info for Paul M. Marino
Phone Number: 781-843-3500
Registered State(s):
  • CA
  • MA
By the Numbers
  • Total Assets Under Management
    308
    MILLIONS
  • Total Number of Accounts
    1,713
    ACCOUNTS
  • Average Account Value
    $179,539
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, MA, ME, NC, NE, NH, NJ, NY, RI, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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