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John Marino

Park Avenue Securities LLC
22 Years of Experience
Saint Louis, MO
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

John Marino is a registered investment advisor at Park Avenue Securities LLC, based in Saint Louis, MO, with 22 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.

Park Avenue Securities LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1914 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$2M+1.90%

Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

625 Maryville Centre Drive, Suite 100, Saint Louis, MO, 63141

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
November 2019
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is appointed with United Health Care to write individual health policies since 2003 and spends minimal time on this. He also uses The DaVinci Group LLC for business expenses and offers MassMutual disability and life insurance outside of Guardian, dedicating minimal time to this as well.

Employment History
Current Registrations
Park Avenue Securities LLC
October 2010 - Present · 16 yrs
Park Avenue Securities LLCBroker
September 2010 - Present · 16 yrs 1 mo
Previous Registrations
MML Investors Services, INC.
September 2009 - September 2010 · 1 yr
MML Investors Services, INC.Broker
August 2009 - September 2010 · 1 yr 1 mo
LPL Financial CorporationBroker
April 2006 - August 2009 · 3 yrs 4 mos
LPL Financial Corporation
April 2006 - August 2009 · 3 yrs 4 mos
Park Avenue Securities LLC
January 2005 - April 2006 · 1 yr 3 mos
Park Avenue Securities LLCBroker
April 2004 - April 2006 · 2 yrs
State Registrations12 states
ARCAFLIDILMAMOMTNMOHOKTX
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.
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John Marino - Financial Advisor | TrueAdvisor