Unclaimed Profile

Mark Stephen Marrone

BOK FINANCIAL PRIVATE WEALTH, INC.·DENVER, Colorado

SIE, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean recordBOK FINANCIAL PRIVATE WEALTH, INC.

1600 BROADWAY, DENVER, CO 80202CRD# 1987907Firm CRD# 106733

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Stephen Marrone · DENVER, CO

Registration

CRD #1987907 · BOK FINANCIAL PRIVATE WEALTH, INC.

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BOK FINANCIAL PRIVATE WEALTH, INC.

FIRST CITIZENS ASSET MANAGEMENT, INC

Feb 2026 – May 2026

Raleigh, NC

FIRST CITIZENS INVESTOR SERVICES, INC.

Feb 2026 – May 2026

Raleigh, NC

SVB WEALTH

Feb 2026 – May 2026

Raleigh, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · February 3, 2026

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOK FINANCIAL PRIVATE WEALTH, INC.

CRD 106733 · SEC 801-51401

AUM

$2.8B

Regulatory assets under management

Employees

2,128 client accounts

Services offered by BOK FINANCIAL PRIVATE WEALTH, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOK FINANCIAL PRIVATE WEALTH, INC. →

Introduction

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Frequently Asked Questions

What services does Mark Stephen Marrone offer?

Mark Stephen Marrone specializes in Financial Planning, Investment Management, Wealth Management.

What are Mark Stephen Marrone's credentials?

Mark Stephen Marrone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Stephen Marrone located?

Mark Stephen Marrone is based in DENVER, Colorado, last registered with BOK FINANCIAL PRIVATE WEALTH, INC..

How does Mark Stephen Marrone charge for services?

Mark Stephen Marrone's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOK FINANCIAL PRIVATE WEALTH, INC.?

BOK FINANCIAL PRIVATE WEALTH, INC. has approximately 33 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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