MD
MD

Marina Laurie Ditommaso

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,065 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

7 Giralda Farms, Suite 300, Madison, NJ, 07940

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Marina is an Investment Advisor Representative (IAR) at Transcend Capital Advisors, spending nearly full-time on client services. She is also a co-founder of Ravello Intimates LLC, an online retail store, dedicating minimal time to managing day-to-day operations.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2025 - Present · 1 yr 1 mo
Transcend Capital Advisors, LLC
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
April 2020 - June 2023 · 3 yrs 2 mos
Fidelity Brokerage Services LLCBroker
September 2018 - June 2023 · 4 yrs 9 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.