Julia Elizabeth Marino
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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 fee
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
10 years in the industry.
- Osaic Wealth, Inc.Feb 2025 to now
- OsaicFeb 2025 to now
- Equitable Advisors, LLCAug 2024 to Feb 2025
- UnemployedJun 2024 to Jul 2024
- Enterprise MobilityMay 2023 to Aug 2023
- Vda Elevator ConsultingJun 2022 to Aug 2022
- Planet FitnessJun 2021 to Aug 2021
- Wilkes UniversityAug 2020 to May 2024
- Washington Township High SchoolAug 2016 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7974296
- Firm CRD
- 23131