Luke
Marino

Cetera Investment Advisers LLC

CRD#6654057
Investment Advisor
in East Hartford, CT

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About this Advisor

Luke Marino is a financial advisor operating out of East Hartford, Connecticut with 4 years of industry experience. Marino is an advisor for Cetera Investment Advisers LLC. Marino has gained experience at Dunkin Donuts, Price Rite, Three Belles Marina, Foresters Financial Services, Foresters Advisory Services, Cetera Investment Advisers LLC and Cetera Investment Services LLC. Marino maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Connecticut and Texas. Cetera Investment Advisers LLC is an advisory business headquartered in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 financial advisors. It oversees $33 billion in assets between its 176,986 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 431 charitable organizations. Of its 176,986 client accounts, 23% are associated with high-net-worth investors who have greater than $1 million in investable assets. The firm performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically are based on which services the firm provides the client. However, fee types billed by Cetera Investment Advisers LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

111 Founders Plaza Suite 300
East Hartford, CT 06108

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

CT Average: $6,674,516,078
Total Number of Employees

3,094

CT Average: 44
Total Number of Accounts

176,986

CT Average: 2,564
Average Account Size

$188,469

CT Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Luke Marino Work History

Luke has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Cetera Investment Advisers LLC

2019 - Present (5 years)

Cetera Investment Services LLC

2017 - 2019 (2 years)

Foresters Financial Services

2017 - 2019 (2 years)

Foresters Advisory Services

2016 - 2017 (1 year)

Foresters Financial Services

2015 - 2015 (< 1 year)

Three Belles Marina

2014 - 2016 (2 years)

Price Rite

2011 - 2014 (3 years)

Dunkin Donuts

*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 Luke 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 Cetera Investment Advisers LLC

Michelle Yang
San Marino, CA
Joseph Charron
Oklahoma City, OK
Erin Mcclain
Philadelphia, PA
Howard Hsieh
Irvine, CA
Michael Nelson
Anaheim, CA
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

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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