Best Investors Account Sign in
Inactive

Salvatore Steven Marino

Edelman Financial Engines

Red Bank, NJ

Claim This Profile
Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-28
TX RA APPROVED_RES 2021-02-18
NJ RA APPROVED 2018-10-16
  • NY RA
    APPROVED
    Since 2021-04-28
  • TX RA
    APPROVED_RES
    Since 2021-02-18
  • NJ RA
    APPROVED
    Since 2018-10-16

Branch Locations

328 Newman Springs Road Suite 1, Red Bank, NJ 07701 • 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
Edelman Financial Services, Llc Fairfax VA 01/2015 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 10/2018 Present
  • 01/2015 → 11/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 10/2018 → Present
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
Previous Registrations
Other Businesses

1) RENTAL PROPERTY OWNER 9 HODGES PLACE/STATEN ISLAND, NY STARTED: 09/10/1999 (NOT INVESTMENT RELATED), APPROX 1 HR/WEEK, NONE DURING BUSINESS HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-06-21
S63 Uniform Securities Agent State Law Examination 1997-09-12
  • S65 Uniform Investment Adviser Law Examination
    2000-06-21
  • S63 Uniform Securities Agent State Law Examination
    1997-09-12
Designations

View on SEC IAPD

Other Firms

CLEAR WAVE WEALTH MANAGEMENT, LLC
MILLINGTON SECURITIES, LLC
HARTSHORNE GROUP, LLC
WBI INVESTMENTS, LLC
PRINCETON CAPITAL MANAGEMENT LLC
ATLAS PRIVATE WEALTH ADVISORS
DONALD W. CASH & ASSOCIATES, LLC
IEM ASSET MANAGEMENT, LLC

Other Investors

MATTHEW FRANK WILK
JOSEPH MICHAEL GALLO
Robert Daniel Morgan
Jason Thostesen
DONALD ROBERT SCHREIBER
JOSEPH CAJIGAL
CAELAN ANGUS MCCARTHY
ALFRED RIVES BERKELEY

Other Offices

CLEAR WAVE WEALTH MANAGEMENT, LLC · RED BANK, NJ
MILLINGTON SECURITIES, LLC · RED BANK, NJ
HARTSHORNE GROUP, LLC · RED BANK, NJ
WBI INVESTMENTS, LLC · RED BANK, NJ
PRINCETON CAPITAL MANAGEMENT LLC · RED BANK, NJ
ATLAS PRIVATE WEALTH ADVISORS · RED BANK, NJ
DONALD W. CASH & ASSOCIATES, LLC · RED BANK, NJ
IEM ASSET MANAGEMENT, LLC · RED BANK, NJ

More in Red Bank, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor