Nicholas
Marino

Dew Wealth Management

CRD#6606133
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Nicholas Marino is a certified financial planner and chartered financial consultant based in Scottsdale, Arizona who has 1 year of relevant experience. Marino is an employee of Dew Wealth Management. Marino has gained experience at Spectrum Diversified, Cedarvillle University, Allen Financial Group, Lighthouse Insurance Group, Axa Advisors, LLC, Jp Morgan Securities LLC, Morgan Stanley, Pnc Investments, LLC, Purshe Kaplan Sterling Investments, Gerber LLC, Dew Wealth Management, LLC and Breakaway Wealth Planning. Marino maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Ohio and Texas. Dew Wealth Management is a registered investment company that has its headquarters in Scottsdale, AZ. It has offices in 10 locations and a total of 28 financial advisors. It administers $251 million in assets among its 492 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 492 client accounts, 63% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Dew Wealth Management performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which service is provided. However, fees billed by Dew Wealth Management may include some combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

8888 E. Raintree Drive Suite 110
Scottsdale, AZ 85260

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Dew Wealth Management Brokerage Details

Total Assets Under Management

$250,583,013

AZ Average: $1,555,372,352
Total Number of Employees

28

AZ Average: 37
Total Number of Accounts

492

AZ Average: 1,370
Average Account Size

$509,315

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Nicholas Marino Work History

Nicholas has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Dew Wealth Management, LLC

2022 - 2022 (< 1 year)

Breakaway Wealth Planning

2021 - 2022 (1 year)

Purshe Kaplan Sterling Investments

2021 - 2022 (1 year)

Gerber LLC

2020 - 2021 (1 year)

Pnc Investments, LLC

2019 - 2020 (1 year)

Morgan Stanley

2016 - 2016 (< 1 year)

Axa Advisors, LLC

2016 - 2019 (3 years)

Jp Morgan Securities LLC

2015 - 2015 (< 1 year)

Allen Financial Group

2015 - 2016 (1 year)

Lighthouse Insurance Group

2014 - 2015 (1 year)

Spectrum Diversified

2011 - 2014 (3 years)

Cedarvillle University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nicholas Marino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dew Wealth Management

Drew Tingle
St. Louis, MO
Nathaniel Birkholz
Scottsdale, AZ
Sarah Waldren
Scottsdale, AZ
Anna Bhai
Denver, CO
Nicholas Marino
Scottsdale, AZ
Bryan Stobb
Swisher, IA
Wesley Leftwich
St. Louis, MO
Justin Kowalski
Trenton, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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