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Gregory Marino

Certuity, LLC

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About Gregory Marino

Gregory Marino is an Investment Advisor Representative associated with Certuity, LLC. Gregory Marino has been in the industry for approximately 9 years and has been employed by Certuity, LLC since June 2023. Gregory Marino is registered to provide investment advice in Florida.

Firm Information

Gregory Marino is currently registered with Certuity, LLC. Certuity, LLC is a Registered Investment Advisor headquartered in NORTH PALM BEACH, FL. The firm has 24 investment advisor representatives and manages over $3.9 billion in assets for a variety of clients, including high-net-worth individuals, pooled investment vehicles, and charitable organizations. Certuity provides financial planning, pension consulting, and portfolio management services.
Certuity, LLC

1295 US HIGHWAY ONE

NORTH PALM BEACH, FL 33408

$3.96B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Marino’s Registration & Firm History

FL

12/05/2024 - Present

Certuity, LLC (NORTH PALM BEACH FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Marino.
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