TM

Tressia M. Marino

BODEN WEALTH
LEMOYNE, PA 17043
Some features on this profile are disabled
CRD#: 6279789
TM

Professional summary


Tressia Mae Marino, who also goes by Tressia Mae Dayton, Tressia Mae Pankewicz, is a registered financial advisor currently at BODEN WEALTH located in Lemoyne, Pennsylvania.

Tressia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Tressia has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Tressia Mae Dayton | Tressia Mae Pankewicz

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.

CRS (Client Relationship Summary) - RIA


Click below to view Tressia Mae 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®
None

Experience


Current

April 27, 2026 - Present

BODEN WEALTH

Office #1: 1027 Mumma Road, Lemoyne, PA 17043
RIA
CRD#: 340590
LEMOYNE, PA
Past

June 18, 2021 - April 28, 2026

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Lemoyne, PA
Past

June 18, 2021 - April 28, 2026

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Lemoyne, PA
Past

June 17, 2019 - June 30, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
CAMP HILL, PA
Past

June 17, 2019 - June 30, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
CAMP HILL, PA
Past

February 21, 2014 - June 19, 2019

MORGAN STANLEY

RIA
CRD#: 149777
CAMP HILL, PA
Past

January 27, 2014 - June 19, 2019

MORGAN STANLEY

BD
CRD#: 149777
CAMP HILL, PA

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
Pennsylvania
(4/27/2026)
IAR
Texas
(4/30/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/21/2014
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BW
BODEN WEALTH
BODEN WEALTH | NI ACQUISITIONS COMPANY LLC

CRD#: 340590 / SEC#: 801-135817

RIA
Registered Investment Advisory firm - (4/9/2026 120-Day Approval)
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Contact information


Main Address
1027 Mumma Road, Lemoyne, PA 17043
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

SEC notice filing (1 States and Territories)


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Red Flags


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Company Information


BODEN WEALTH

CRD#: 340590Lemoyne, PA 17043

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