Christopher
Marrone

Origin Financial

CRD#6813964
Investment Advisor
in Yonkers, NY

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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

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Yonkers, NY

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Origin Financial Brokerage Details

Total Assets Under Management

$478,000

NY Average: $16,012,751,954
Total Number of Employees

219

NY Average: 118
Total Number of Accounts

23

NY Average: 4,567
Average Account Size

$20,783

NY Average: $3,506,186

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.*

2022 - Present (2 years)

Forefront Wealth Partners

2021 - Present (3 years)

Marrone Wealth Management LLC

2021 - Present (3 years)

Origin Financial

2021 - 2021 (< 1 year)

Marrone Strategies LLC

2017 - 2021 (4 years)

New York Life

2010 - 2017 (7 years)

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

Jodie Williams
Boston, MA
David Blaylock
Fort Worth, TX
Matthew Shapiro
Culver City, CA
Susan Gardiner
Saunderstown, RI
Dace Dekruif
Boston, MA
Derek Cheshire
Boston, MA
Michael Hakimi
Boston, MA
Michelle Petrowski
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.

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