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Inactive

Gregory Marino

Certuity, LLC

North Palm Beach, FL

CRD 8012887

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Employer firm

Certuity, LLC CRD 129505

$3.30B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Certuity, Llc

1295 Us Highway One Third Floor, North Palm Beach, FL 33408 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-05
  • FL RA
    APPROVED
    Since 2024-12-05

Branch Locations

1295 Us Highway One Third Floor, North Palm Beach, FL 33408 • 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
The Benjamin School (High School) Palm Beach Gardens FL 08/2016 05/2020
Unemployed Jupiter FL 06/2020 08/2020
University Of Denver Denver CO 09/2020 06/2023
Certuity, Llc North Palm Beach FL 06/2023 09/2023
University Of Denver Denver CO 09/2023 11/2023
Certuity, Llc North Palm Beach FL 11/2023 12/2023
University Of Denver Denver CO 01/2024 06/2024
Certuity, Llc North Palm Beach FL 07/2024 Present
  • 08/2016 → 05/2020
    The Benjamin School (High School)
    Palm Beach Gardens, FL
  • 06/2020 → 08/2020
    Unemployed
    Jupiter, FL
  • 09/2020 → 06/2023
    University Of Denver
    Denver, CO
  • 06/2023 → 09/2023
    Certuity, Llc
    North Palm Beach, FL
  • 09/2023 → 11/2023
    University Of Denver
    Denver, CO
  • 11/2023 → 12/2023
    Certuity, Llc
    North Palm Beach, FL
  • 01/2024 → 06/2024
    University Of Denver
    Denver, CO
  • 07/2024 → Present
    Certuity, Llc
    North Palm Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-14
  • S65 Uniform Investment Adviser Law Examination
    2024-11-14

View on SEC IAPD

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