Kevin Kenneth Marin

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2007 → 03/2024
  Raymond James Financial Services
  Latham, NY
• 04/2009 → 03/2024
  Marin Wealth Solutions, Inc.
  Latham, NY
• 01/2009 → 03/2024
  Raymond James Financial Services Advisors Inc.
  Latham, NY
• 01/2019 → Present
  Advisors Insurance Brokers
  Clifton Park, NY
• 03/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 03/2024 → Present
  Marin Wealth Solutions
  Clifton Park, NY

Previous Registrations

• 2019-01-28 → 2024-04-01
  Raymond James Financial Services Advisors, Inc
  Clifton Park, NY
  Clifton Park, NY

Other Businesses

1.Owner and President, Marin Wealth Solutions, Inc., a private entity established to facilitate securities, advisory, and brokerage business; Located at 26 Torrey Pines Clifton Park, NY 12065 as of 10/01/2007; 15% time spent during business hours; Conducted at branch; Investment related. 2.Fixed insurance sales; Located in Clifton Park, NY, as of 03/07/2024, 5% time spent during business hours; Conducted at branch location; Investment related. 3.Co-owner and managing member, 951 Route 146, LLC, a private entity created for owning the office space for Marin Wealth Solutions, Inc. as of 12/11/2020; 5% time spent during business hours; Not conducted at branch location; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-10-21

Other Names

• Kevin Kenneth Marin