Michael A. Marino
Professional summary
Michael A Marino, CFP®, who also goes by Michael Marino, is a registered financial advisor currently at THE FINANCIAL PLANNING CENTER, LLC located in Hackettstown, New Jersey.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michael has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael A Marino's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2000
Experience
November 19, 2024 - Present
THE FINANCIAL PLANNING CENTER, LLC
April 20, 2021 - December 31, 2024
LOTUS INVESTMENT ADVISORS
September 13, 2019 - August 13, 2020
EMPIRE ASSET MANAGEMENT COMPANY
October 1, 2015 - December 31, 2019
DIVINE ASSET MANAGEMENT LLC
September 28, 2015 - July 31, 2019
DIVINE CAPITAL MARKETS LLC
January 15, 2008 - October 6, 2015
LPL FINANCIAL LLC
January 15, 2008 - October 6, 2015
LPL FINANCIAL LLC
July 22, 2003 - March 31, 2008
INTERNATIONAL PLANNING ALLIANCE, LLC
August 9, 2002 - January 17, 2008
PARK AVENUE SECURITIES LLC
February 28, 2000 - January 17, 2008
PARK AVENUE SECURITIES LLC
October 28, 1996 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
October 28, 1996 - February 23, 2000
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/19/2024)
Exams
Current Firm
THE FINANCIAL PLANNING CENTER, LLC
CRD#: 332155 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 98 |
| AUM (Assets Under Management) | $ 27,340,924 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
