Tressia Mae Marino
Investment adviser representative at Boden Wealth
13 yearsExperience
2 statesRegistered in
$581.8MFirm assets
Under 1 yearFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Boden WealthApr 2026 to now
- Ni Acquisitions Company, LLC, Doing Business As Boden WealthApr 2026 to now
- Kestra Advisory Services, LLCJun 2021 to Apr 2026
- Kestra Investment Services, LLCJun 2021 to Apr 2026
- LPL Financial, LLCJun 2019 to Jun 2021
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jun 2019
- Morgan StanleyDec 2013 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Boden Wealth
Legal name: Ni Acquisitions Company LLC
$581.8MAssets managed
1,212Clients
6Advisers
Under 1 yearIn 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
- 6279789
- Firm CRD
- 340590