RM
RM
Ralph Marra
32 Years of Experience
Odessa, FL
3 Disclosures
Ralph Marra is a registered investment advisor at Carter Ridge Strategic Advisors, based in Odessa, FL, with 32 years of industry experience. Ralph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $6.1M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
7 clients
Average Client Portfolio
$871K average
Assets Under Management
$6.1M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Odessa, FL
Get directionsHistory
Regulatory History (3)
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Financial
March 2019Final
Regulatory
May 2017Final
Customer Dispute
April 2016Settled
Employment History
Current Registrations
Carter Ridge Strategic Advisors
May 2023 - Present · 3 yrs
Previous Registrations
Peak Brokerage Services, LLCBroker
January 2022 - March 2022 · 2 mos
National Asset Management, INC.
June 2015 - March 2018 · 2 yrs 9 mos
National Securities CorporationBroker
May 2015 - October 2020 · 5 yrs 5 mos
Morgan StanleyBroker
January 2013 - May 2015 · 2 yrs 4 mos
Morgan Stanley
January 2013 - May 2015 · 2 yrs 4 mos
UBS Financial Services INC.
May 2008 - January 2013 · 4 yrs 8 mos
UBS Financial Services INC.Broker
May 2008 - January 2013 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2000 - May 2008 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2000 - May 2008 · 7 yrs 10 mos
Dean Witter Reynolds INC.Broker
June 1999 - July 2000 · 1 yr 1 mo
Prudential Securities IncorporatedBroker
November 1997 - June 1999 · 1 yr 7 mos
Donald & CO. Securities INC.Broker
June 1993 - November 1997 · 4 yrs 5 mos
Hibbard Brown & CO., INC.Broker
May 1991 - June 1993 · 2 yrs 1 mo
State Registrations2 states
FLTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.