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Andrew Giocchino Marino

Captrust

Kennesaw, GA

CRD 1895071

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Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2019-05-02
  • GA RA
    APPROVED
    Since 2019-05-02

Branch Locations

Kennesaw, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eton Advisors, Lp Chapel Hill NC 05/2009 03/2019
Capfinancial Partners Llc (Captrust) Raleigh NC 03/2019 Present
  • 05/2009 → 03/2019
    Eton Advisors, Lp
    Chapel Hill, NC
  • 03/2019 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2014-10-31 → 2019-04-05
    Fiduciaryvest, Llc
    Atlanta, GA
  • 2009-08-25 → 2014-09-10
    Eton Advisors, Lp
    Chapel Hill, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-01-31
S63 Uniform Securities Agent State Law Examination 1991-04-26
  • S65 Uniform Investment Adviser Law Examination
    1996-01-31
  • S63 Uniform Securities Agent State Law Examination
    1991-04-26
Designations
  • Chartered Financial Analyst
Other Names
  • Andy Marino
  • Andrew G Marino
  • Andrew Giocchino Marino
  • Andrew Marino

View on SEC IAPD

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