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Marco Rita

18 Years of Experience
Somerville, NJ
Broker

Marco Rita is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Somerville, NJ, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

103 West End Avenue, Somerville, NJ, 08876

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Marco works as a private banker at Fulton Bank, dedicating about half his time to this role. He also owns rental real estate, spending minimal time as a landlord.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2018 - Present · 7 yrs 6 mos
Raymond James Financial Services, INC.
November 2018 - Present · 7 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
PNC Investments
September 2012 - November 2018 · 6 yrs 2 mos
PNC InvestmentsBroker
February 2012 - November 2018 · 6 yrs 9 mos
PNC InvestmentsBroker
June 2006 - December 2010 · 4 yrs 6 mos
Nylife Distributors LLCBroker
February 2006 - April 2006 · 2 mos
State Registrations1 state
NJ
AdvisorBrokerBoth

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.