Christopher Marino, financial advisor Clifton Park NY

Christopher Marino

CRD Number: 6631136
Current Firm: Esi Financial Advisors

Christopher Marino (CRD# 6631136) is an Investment Advisor Representative working at Esi Financial Advisors in Clifton Park, NY and has over 7 years of experience in the finance industry.

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Northwestern Mutual Investment Services LLC Latham, NY Apr 2017 - Jun 2017 < 1
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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2017
S66 NASAA Uniform Combined State Law Examination Oct 2023
Contact Info for Christopher D. Marino
Phone Number: 800-344-7437
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    2,125
    MILLIONS
  • Total Number of Accounts
    11,558
    ACCOUNTS
  • Average Account Value
    $183,834
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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