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AM

Andrew L. Marrone

FORESIDE FUND SERVICES
El Segundo, CA 90245
Some features on this profile are disabled
CRD#: 3046283
AM

Professional summary


Andrew Ludwig Marrone, who also goes by Andrew Marrone, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in El Segundo, California.

Andrew is registered as a RR (Registered Representative) and started their career in finance in 1998. Andrew has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andrew Marrone

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Andrew Ludwig Marrone'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®
None

Experience


Current

December 2, 2022 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 266 Kansas St., El Segundo, CA 90245
BD
CRD#: 46106
El Segundo, CA
Past

January 14, 2022 - November 18, 2022

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
ORLANDO, FL
Past

September 24, 2021 - December 9, 2021

PATRICK CAPITAL MARKETS, LLC

BD
CRD#: 16518
ST LOUIS, MO
Past

January 5, 2015 - September 26, 2019

FS INVESTMENT SOLUTIONS, LLC

BD
CRD#: 145244
PHILADELPHIA, PA
Past

August 27, 2012 - December 16, 2014

CCO CAPITAL, LLC

BD
CRD#: 31147
PHOENIX, AZ
Past

February 1, 2011 - August 14, 2012

STRATCAP SECURITIES, LLC

BD
CRD#: 151152
NEW YORK, NY
Past

June 17, 1999 - February 2, 2011

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

April 24, 1998 - June 30, 1999

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/30/2023)
RR
Alaska
(12/2/2022)
RR
Arizona
(1/30/2023)
RR
Arkansas
(1/30/2023)
RR
California
(12/2/2022)
RR
Colorado
(12/2/2022)
RR
Connecticut
(1/30/2023)
RR
Delaware
(1/30/2023)
RR
District of Columbia
(1/30/2023)
RR
Florida
(1/30/2023)
RR
Georgia
(1/30/2023)
RR
Hawaii
(12/2/2022)
RR
Idaho
(1/30/2023)
RR
Illinois
(1/30/2023)
RR
Indiana
(1/30/2023)
RR
Iowa
(1/30/2023)
RR
Kansas
(1/30/2023)
RR
Kentucky
(1/30/2023)
RR
Louisiana
(1/30/2023)
RR
Maine
(1/30/2023)
RR
Maryland
(1/30/2023)
RR
Massachusetts
(1/30/2023)
RR
Michigan
(1/30/2023)
RR
Minnesota
(1/30/2023)
RR
Mississippi
(1/30/2023)
RR
Missouri
(1/30/2023)
RR
Montana
(1/30/2023)
RR
Nebraska
(1/30/2023)
RR
Nevada
(1/30/2023)
RR
New Hampshire
(1/30/2023)
RR
New Jersey
(1/30/2023)
RR
New Mexico
(1/30/2023)
RR
New York
(1/30/2023)
RR
North Carolina
(1/30/2023)
RR
North Dakota
(1/30/2023)
RR
Ohio
(1/30/2023)
RR
Oklahoma
(1/30/2023)
RR
Oregon
(12/2/2022)
RR
Pennsylvania
(1/30/2023)
RR
Rhode Island
(1/30/2023)
RR
South Carolina
(1/30/2023)
RR
South Dakota
(1/30/2023)
RR
Tennessee
(1/30/2023)
RR
Texas
(1/30/2023)
RR
Utah
(1/30/2023)
RR
Vermont
(1/30/2023)
RR
Virgin Islands
(1/30/2023)
RR
Virginia
(1/30/2023)
RR
Washington
(12/2/2022)
RR
West Virginia
(1/30/2023)
RR
Wisconsin
(1/30/2023)
RR
Wyoming
(1/30/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 4/21/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FF
FORESIDE FUND SERVICES, LLC
FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC

CRD#: 46106 / SEC#: , 8-51293

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(207) 553-7110
Established
Delaware since 09/08/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
STROUT, ALICIA KIMBERLYCHIEF COMPLIANCE OFFICER/VICE PRESIDENT6320351

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


FORESIDE FUND SERVICES, LLC

CRD#: 46106El Segundo, CA 90245

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