Marino Stram & Associates

Marino Stram & Associates (CRD# 107768) is a financial advisory firm headquartered in Braintree, MA. They manage $307,549,453 in 1,713 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    308
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Marino Stram & Associates
Showing 1 - 5 of 5 top financial advisors.
1
Pamela J. Cunningham
CRD#: 5462161
25 Braintree Hill Office Park, Suite 205, Braintree, MA 02184
96
Wealthminder
score

Pamela Cunningham (CRD# 5462161) is an Investment Advisor Representative working at Marino Stram & Associates in Braintree, MA and has over 9 years of experience in the finance industry. Pamela Cunningham 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.

2
Denise E. Del Monaco
CRD#: 4856130
25 Braintree Hill Office Park, Suite 205, Braintree, MA 02184
96
Wealthminder
score

Denise Del Monaco (CRD# 4856130) is an Investment Advisor Representative working at Marino Stram & Associates in Braintree, MA and has over 13 years of experience in the finance industry. Denise Del Monaco 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.

3
Paul M. Marino
CRD#: 1919298
25 Braintree Hill Office Park, Suite 205, Braintree, MA 02184
96
Wealthminder
score

Paul Marino (CRD# 1919298) is an Investment Advisor Representative working at Marino Stram & Associates in Braintree, MA and has over 28 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.

4
Richard E. Stram
CRD#: 1705331
25 Braintree Hill Park, Ste 205, Braintree, MA 02184
96
Wealthminder
score

Richard Stram (CRD# 1705331) is an Investment Advisor Representative working at Marino Stram & Associates in Braintree, MA and has over 30 years of experience in the finance industry. Richard Stram 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.

5
Michael P. Cammarata
CRD#: 4846748
25 Braintree Hill Office Park, Suite 205, Braintree, MA 02184
93
Wealthminder
score

Michael Cammarata (CRD# 4846748) is an Investment Advisor Representative working at Marino Stram & Associates in Braintree, MA and has over 13 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.