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JM

John (. Marino

CLEARSTEAD; HARTLAND & CO.; CLEARSTEAD ADVISORY SOLUTIONS
BEACHWOOD, OH 44122
Some features on this profile are disabled
CRD#: 2363303
JM

Professional summary

John (nmn) Marino, CFP®, who also goes by John Marino, is a registered financial advisor currently at CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS located in Beachwood, Ohio.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. John has worked at 6 firms and has passed the Series 6 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John Marino

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
LIFE INSURANCE WITH BROKERAGE COMPANIES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John (nmn) Marino's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2002

Experience

Current

March 30, 2012 - Present

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

Office #1: 25825 Science Park Drive Suite 100, Beachwood, OH 44122
RIA
CRD#: 105674
BEACHWOOD, OH
Past

January 7, 2005 - March 30, 2012

CHESS FINANCIAL CORP

RIA
CRD#: 106225
BEACHWOOD, OH
Past

February 3, 1997 - July 30, 1997

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

February 3, 1997 - July 30, 1997

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

June 14, 1996 - January 30, 1997

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

July 19, 1993 - December 6, 1993

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CH
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
CLEARSTEAD ADVISORS, LLC | PLIMSOLL MARK CAPITAL | HARTLAND & CO., LLC | HARTLAND & CO | CLS CONSULTING, LLC | CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS | CLEARSTEAD; HARTLAND & CO., LLC | CLEARSTEAD, HARTLAND & CO., LLC | CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS, LLC

CRD#: 105674 / SEC#: 801-33554

RIA
Registered Investment Advisory firm - (12/29/1988 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(4/2/2012)
IAR
Texas
(3/30/2012)

Exams

General Industry/Product Exam
RR
Series 6
Date: 6/13/1996
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CH
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
CLEARSTEAD ADVISORS, LLC | PLIMSOLL MARK CAPITAL | HARTLAND & CO., LLC | HARTLAND & CO | CLS CONSULTING, LLC | CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS | CLEARSTEAD; HARTLAND & CO., LLC | CLEARSTEAD, HARTLAND & CO., LLC | CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS, LLC

CRD#: 105674 / SEC#: 801-33554

RIA
Registered Investment Advisory firm - (12/29/1988 Approved)
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Contact information

Main Address
1100 Superior Ave East Suite 700, Cleveland, OH 44114
Mailing Address
Phone number
(216) 621-1090
Established
Firm type
Fiscal year end
# of Employees
223

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CLEARSTEAD FORM ADV PART 2A - PRIVATE CLIENT - 3-21-2025 (3/21/2025)
ADV PART 2A - CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS LLC - 3-21-2025 (3/21/2025)
CLEARSTEAD FORM ADV PART 2A - INSTITUTIONAL CLIENT - 3-21-2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts12,144
AUM (Assets Under Management)$ 24,294,182,322

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/19/2025
Cover Page
Report
11/27/2024
Cover Page
Report
01/10/2024
Cover Page
Report

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.

Company Information

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

CRD#: 105674Beachwood, OH 44122

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