Frank
Marrone

Ria Advisors

CRD#4960685
Investment Advisor
in Houston, TX

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About this Advisor

Frank Marrone is a financial advisor based in Houston, Texas, working with Ria Advisors. Frank has previously held positions at Sunbelt Securities, Inc, Concert Wealth Management, Inc, Clarity Financial, LLC, Ria Advisors, Ria Wealth Advisors LLC, and Fieldstone Financial Management Group, LLC. Frank has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Frank is part of Ria Advisors, which operates out of Houston, Texas. The firm has 1 office and 14 employees. The firm manages assets totaling $1.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and educational seminars. The fee structure at Ria Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees

Office Location

11750 Katy Freeway Suite 840
Houston, TX 77079

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Ria Advisors Brokerage Details

Total Assets Under Management

$1,239,415,376

TX Average: $3,042,739,679
Total Number of Employees

14

TX Average: 49
Total Number of Accounts

3,166

TX Average: 2,315
Average Account Size

$391,477

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Frank Marrone Work History

2021 - Present (3 years)

Ria Wealth Advisors LLC

2020 - Present (4 years)

Ria Advisors

2018 - Present (6 years)

Clarity Financial, LLC

2015 - 2016 (1 year)

Concert Wealth Management, Inc

2015 - 2018 (3 years)

Fieldstone Financial Management Group, LLC

2010 - 2015 (5 years)

Sunbelt Securities, Inc

Disclosures

Please visit the SEC profile of Frank 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 Ria Advisors

James Ratliff
Houston, TX
Thomas Allen
Houston, TX
Matthew Doyle
Houston, TX
Richard Rosso
Houston, TX
Jonathan Mccarty
Houston, TX
Craig Severin
Houston, TX
Jonathan Penn
Houston, TX
Frank Marrone
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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