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CRD 288758
PITTSFORD, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MATTHEW ROWLAND MARINO | n/a | PITTSFORD, NY | 5 | 17 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MARINO, DOMENICA, NMN | DIRECTOR OF OPERATIONS | Na | yes | 02/2019 | Aug 16, 2021 | May 6, 2024 |
| MARINO, MATTHEW, ROWLAND | CHIEF COMPLIANCE OFFICER | B | yes | 01/2024 | Oct 31, 2017 | May 6, 2024 |
| MARINO, THEODORE, JAMES | Member | E | yes | 05/2017 | May 24, 2017 | May 6, 2024 |
| MRM HOLDINGS, LLC | Owner | E | yes | 05/2017 | Mar 26, 2019 | May 6, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MRM INSURANCE AGENCY LLC | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Feb 16, 2024 | $11.9M | $11.4M | 2 | 1 | 0 | n/a | n/a |
| 2022 | Jan 10, 2023 | $12.5M | $11.6M | 2 | 1 | 0 | n/a | n/a |
| 2021 | Feb 28, 2022 | $26.5M | $22.9M | 5 | 3 | 0 | n/a | n/a |
| 2020 | Jan 21, 2021 | $26.4M | $23.4M | 5 | 4 | 0 | n/a | n/a |
| 2019 | Feb 3, 2020 | $19.1M | $17.7M | 5 | 4 | 0 | n/a | n/a |
| 2018 | Feb 22, 2019 | $31.6M | $31.1M | 2 | 1 | 0 | n/a | n/a |
| 2017 | Feb 2, 2018 | $33.0M | $28.1M | 2 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $11.9M | $12.5M | -4.9% | $26.4M | -23.4% | 2 | 2 | 0 | 0 |