Joseph John Marino

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → 12/2022
  Cantella And Co., Inc.
  Boston, MA
• 12/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2011 → 06/2023
  Cantella & Co., Inc.
  Malden, MA

Previous Registrations

• 2011-03-16 → 2023-06-01
  Cantella & Co., Inc.
  Mahopac, NY
  Malden, MA
  Mahopac, NY
  Malden, MA
• 2009-10-16 → 2010-12-09
  Edelman Financial Services, Llc
  Fairfax, VA

Other Businesses

1) JOSEPH MARINO, 824 ROUTE SIX MAHOPAC NY, 11/2018, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 1 HR/MO 0 HR TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 12/2022, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING 3) SCHNEIDER FINANCIAL GROUP, MAHOPAC NY, 12/2022, AGENT, USING A TRADE NAME/DBAM, INV REL, 200 HR/MO 130 HR TRADING 4) NINHAM CAPITAL CORP, AMAWALK NY 10501, 12/2022, FOUNDER, USING A TRADE NAME/DBAM, INV REL, 2 HR/MO 0 HR TRADING

Exams

• S66 Uniform Combined State Law Examination
  2009-10-07
• S65 Uniform Investment Adviser Law Examination
  1994-08-25
• S63 Uniform Securities Agent State Law Examination
  1992-04-28

Other Names

• Joseph John Jr Marino