Robert E. Marino

DTM ADVISORY GROUP LLC

Neptune, NJ 07753

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CRD#: 2694256

Professional summary

Robert Edward Marino, CLU®, who also goes by Robert E Marino, is a registered financial advisor currently at DTM ADVISORY GROUP LLC located in Neptune, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert E 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.

Robert Marino is independently licensed to sell insurance and annuity products through various insurance companies. When acting in this capacity, Robert Marino will receive commissions for selling insurance and annuity products. He also sells Medicare products, long-term care insurance and Property & Casualty insurance. He anticipates spending approximately 75% of his time on insurance activities with the rest of his time devoted to services offered through DTM Advisory Group LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Edward Marino's 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®

CLU^®

Chartered Life Underwriter

Experience

Current

October 5, 2022 - Present

DTM ADVISORY GROUP LLC

Office #1: 3600 Nj-66 Ste 176, Neptune, NJ 07753

RIA

CRD#: 288452

Neptune, NJ

Past

May 24, 2017 - December 31, 2021

DTM ADVISORY GROUP LLC

RIA

CRD#: 288452

NEPTUNE, NJ

Past

January 8, 2015 - October 29, 2015

THE INVESTMENT CENTER, INC.

CRD#: 17839

MANASQUAN, NJ

Past

June 1, 2005 - December 31, 2014

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

NEW YORK, NY

Past

June 1, 2005 - December 31, 2014

PRINCIPAL SECURITIES, INC.

CRD#: 1137

NEW YORK, NY

Past

May 6, 2005 - May 17, 2005

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

EDISON, NJ

Past

May 6, 2005 - May 17, 2005

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

October 11, 2002 - May 11, 2005

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

BROOKLYN, NY

Past

October 8, 1998 - May 11, 2005

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

February 16, 1996 - August 12, 1998

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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

New Jersey
(10/5/2022)

IAR

New York
(10/6/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/7/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/7/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/29/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/10/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/15/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DTM ADVISORY GROUP LLC

CRD#: 288452 / SEC#:

New Jersey

Registered Investment Advisory firm - (10/5/2022 Approved)

New York

Registered Investment Advisory firm - (10/6/2022 Approved)

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Contact information

Main Address

57 S Main St Suite 312, Neptune, NJ 07753

Mailing Address

Phone number

(732) 829-6834

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	27
AUM (Assets Under Management)	$ 837,528

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.

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Advisor Monitoring

Firm Stability Insights

Robert E. Marino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Edward Marino's CRS (Customer Relationship Summary).

Certified licenses

Experience

DTM ADVISORY GROUP LLC

THE INVESTMENT CENTER, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/7/2017

Series 63

Date: 3/7/1996

SIE

Date: 10/29/2015

Series 7

Date: 4/10/2008

Series 6

Date: 2/15/1996

Current Firm

DTM ADVISORY GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DTM ADVISORY GROUP LLC

TRUST BUT VERIFY

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