Joshua Marino, financial advisor Melville NY
77 score

Joshua Marino

CRD Number: 6141373
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Joshua Marino (CRD# 6141373) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Melville, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Melville, NY May 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville, NY Apr 2016 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Apr 2016 1
Morgan Stanley Riverhead, NY May 2013 - Apr 2016 2
Nylife Securities LLC Fort Lauderdale, FL Oct 2012 - May 2013 < 1
Michael Gisonda Fort Lauderdale, FL Oct 2012 - May 2013 < 1
Pei Wei Restaurant Fort Lauderdale, FL Oct 2012 - Oct 2012 < 1
Hotel Indigo/ Bistro 72 Riverhead, NY Jun 2012 - Sep 2012 < 1
Joshua Marino Mathtuck, NY Feb 2011 - Sep 2012 1
Nf Country Club Cutchoque, NY Mar 2011 - Apr 2011 < 1
Unemployed Mathtuck, NY Oct 2010 - Jan 2011 < 1
Jamesport Manor Inn Jamesport, NY Jun 2010 - Oct 2010 < 1
Suffolk University Boston, MA Sep 2008 - May 2010 1
Vine-wine Cafe Greenport, NY May 2008 - Aug 2008 < 1
Edison St College Fort Myers, FL Aug 2005 - May 2008 2
Nyc Pizza Fort Myers, FL Oct 2007 - Apr 2008 < 1
Mama Mia's Pizza Fort Myers, FL Sep 2006 - Sep 2007 1
Arthur Hackart Painting Center Moriches, NY May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Joshua R. Marino
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Joshua Marino and other advisors.
BADGES
77

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