Christopher
Marrone
Origin Financial
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About this Advisor
Christopher Marrone is a certified financial planner working out of Yonkers, New York with a total of 2 years of relevant experience. Marrone currently works for Origin Financial. Their career trajectory has included roles at New York Life, Florida State University, Marrone Strategies LLC, Marrone Wealth Management LLC, Origin Financial and Forefront Wealth Partners. Marrone holds a Series 63 license, designating them as a securities broker, and is registered to operate in New York. Origin Financial is a firm based out of Boston, MA. It administers $478 thousand in assets among its 23 client accounts, placing it among the smaller financial advisory firms in the nation by assets under management. The advisory firm performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice usually depend on the services provided. Fees billed by Origin Financial most likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Origin Financial Brokerage Details
$478,000
219
23
$20,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Christopher Marrone Work History
Christopher has been registered as a financial advisor for 2 years.*
Forefront Wealth Partners
Marrone Wealth Management LLC
Origin Financial
Marrone Strategies LLC
New York Life
Florida State 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 Christopher Marrone 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 Origin Financial
Boston, MA
Grovetown, GA
Fort Worth, TX
Boston, MA
Boston, MA
Boston, MA
Saunderstown, RI
Boston, MA
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.
