Matthew R Marino
Investment adviser representative at Esi Financial Advisors
13 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Equity Services, Inc.Apr 2019 to now
- Integrated Financial Concepts LLC / National Life Ins CoApr 2019 to now
- Guardian Life Insurance Co of AmericaApr 2018 to Apr 2019
- Park Avenue SecuritiesApr 2018 to Apr 2019
- Guardian Life Insurance CompanyMar 2018 to Apr 2018
- Pruco Securities LLCApr 2017 to Apr 2018
- The Prudential Insurance Company of AmericaApr 2017 to Apr 2018
- MML Investors Services, LLCMar 2017 to May 2017
- Metlife Securities IncMay 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2412505
- Firm CRD
- 265