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Frank Carmen Marinaro

EMERY & HOWARD PORTFOLIO MANAGEMENT·BURLINGAME, California
Series 7Clean record25 years registeredEMERY & HOWARD PORTFOLIO MANAGEMENT
333 LORTON AVENUE, BURLINGAME, CA 94010CRD# 2897016Firm CRD# 113079

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frank Carmen Marinaro · BURLINGAME, CA
Registration
CRD #2897016 · EMERY & HOWARD PORTFOLIO MANAGEMENT · 25 years registered
Brand Profile
Not yet started
01

Career History

CREATIVE PLANNING
Jan 2022 – present
EMERY HOWARD
Jun 2001 – Jan 2022
BURLINGAME, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Registration record
First registered · June 16, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EMERY & HOWARD PORTFOLIO MANAGEMENT
CRD 113079 · SEC 801-60292
AUM
$1.6B
Regulatory assets under management
Employees
6
640 client accounts
Services offered by EMERY & HOWARD PORTFOLIO MANAGEMENT
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EMERY & HOWARD PORTFOLIO MANAGEMENT →
Introduction

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05

Frequently Asked Questions

What services does Frank Carmen Marinaro offer?
Frank Carmen Marinaro specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BURLINGAME, California for a consultation.
What are Frank Carmen Marinaro's credentials?
Frank Carmen Marinaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frank Carmen Marinaro located?
Frank Carmen Marinaro is based in BURLINGAME, California, working with EMERY & HOWARD PORTFOLIO MANAGEMENT. Their office serves clients in the BURLINGAME metropolitan area and surrounding communities.
How does Frank Carmen Marinaro charge for services?
Frank Carmen Marinaro's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EMERY & HOWARD PORTFOLIO MANAGEMENT?
EMERY & HOWARD PORTFOLIO MANAGEMENT has approximately 6 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Robert David Gross
BURLINGAME, CA
Michael Kevin Howard
BURLINGAME, CA

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