Salvatore
Marino

Financial Engines Advisors L.L.C

CRD#2180944
Investment Advisor
in Red Bank, NJ

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About this Advisor

Salvatore Marino is a certified financial planner working in Red Bank, New Jersey who has 5 years of industry experience. Marino is an employee of Financial Engines Advisors L.L.C. Their career trajectory has included roles at Edelman Financial Services, LLC, The Mutual Fund Store-New York, LLC, Scottrade, Sanders Morris Harris Inc, Financial Engines Advisors L.L.C and Ef Legacy Securities, LLC. Marino has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in New Jersey, New York and Texas. Financial Engines Advisors L.L.C is a registered investment business operating out of Santa Clara, CA. The company has offices in 149 locations and a total of 1,514 financial advisors. It has $242 billion in assets between its 1,594,707 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 54 charities and foundations. Of its 1,594,707 client accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business has a number 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, publication of newsletters and educational seminars. Financial management fees largely vary depending on which service is offered. However, fees charged by Financial Engines Advisors L.L.C likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

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

Office Location

328 Newman Springs Road Suite 1
Red Bank, NJ 07701

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Financial Engines Advisors L.L.C Brokerage Details

Total Assets Under Management

$241,970,176,743

NJ Average: $7,578,581,321
Total Number of Employees

1,514

NJ Average: 43
Total Number of Accounts

1,594,707

NJ Average: 3,727
Average Account Size

$151,733

NJ Average: $2,033,427

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Salvatore Marino Work History

Salvatore has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Financial Engines Advisors L.L.C

2016 - 2018 (2 years)

Ef Legacy Securities, LLC

2015 - 2018 (3 years)

Edelman Financial Services, LLC

2015 - 2016 (1 year)

Sanders Morris Harris Inc

2014 - 2015 (1 year)

Scottrade

2012 - 2014 (2 years)

The Mutual Fund Store-New York, LLC

*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 Salvatore 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 Financial Engines Advisors L.L.C

Jillian Green
Alexandria, VA
Clayton Ernst
Colorado Springs, CO
Samuel Lindemann
Roseville, CA
Rachel Gilmore
Saint Louis, MO
Edmund Callahan
Farmington, CT
Noah French
Newton Center, MA
Anthony Badillo
Fairfax, VA
William Mcelroy
Phoenix, AZ

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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