Brian M. Marino
Investment adviser representative at Oneseven
20 yearsExperience
2 statesRegistered in
$7.7BFirm assets
10 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 feeOther
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
20 years in the industry.
- OnesevenSep 2025 to now
- Oneseven d/b/a Onpoint Wealth PartnersSep 2025 to now
- Purshe Kaplan Sterling InvestmentsSep 2025 to now
- World Investment Advisors, Formerly Pensionmark FinancialJun 2024 to Sep 2025
- World Investments, Inc.Jun 2024 to Sep 2025
- Boston Harbor Wealth AdvisorsFeb 2021 to Sep 2025
- Raymond James Financial Services, Inc.Feb 2021 to Sep 2025
- Onpoint Wealth Partners, LLCFeb 2021 to Jun 2024
- Raymond James Financial Services Advisors, Inc.Feb 2021 to Jun 2024
- Mass Mutual LifeNov 2006 to Feb 2021
- MML Investors ServicesNov 2006 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Oneseven
Legal name: Mgo One Seven LLC
$7.7BAssets managed
16,335Clients
113Advisers
10 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
- 3232945
- Firm CRD
- 283087