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Marina Wealth Advisors CRD 311567
$36.3M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Los Angeles, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bessemer Trust | Los Angeles | CA | 09/2014 | 05/2018 |
| T. Rowe Price | Baltimore | MD | 05/2018 | 06/2018 |
| Goldman Sachs | San Francisco | CA | 05/2019 | 08/2019 |
| Ucla Anderson School Of Management | Los Angeles | CA | 07/2018 | 08/2020 |
| Los Angeles County Employee Retirement Association | Pasadena | CA | 04/2020 | 04/2024 |
| Marina Wealth Advisors, Llc | Los Angeles | CA | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-11-08 |
| S66 | Uniform Combined State Law Examination | 2010-09-10 |
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