Ross Marino (CRD# 1881080) is an Investment Advisor Representative working at Transitus Wealth Partners LLC in Wilmington, NC and has over 35 years of experience in the finance industry. Ross 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.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transitus Wealth Partners, LLC | Wilmington, NC | Jan 2021 - Current | 3 |
| Advisor2x | Wilmington, NC | Apr 2019 - Current | 5 |
| The Marino Group | Wilmington, NC | Sep 2001 - Current | 22 |
| Raymond James Financial Services Advisors, Inc. | Wilmington, NC | Jan 2009 - Dec 2020 | 11 |
| Raymond James Financial Services, Inc. | Wilmington, NC | Mar 1993 - Dec 2020 | 27 |
| Mission Made Jewelry, Inc. | Wilmington, NC | Jun 2015 - Jul 2020 | 5 |
| Rekon Intellegence | Wilmington, NC | Jul 2009 - Apr 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1988 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1996 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
- TX
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Total Assets Under Management228MILLIONS
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Total Number of Accounts811ACCOUNTS
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Average Account Value$281,008
- A percentage of assets under your management
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