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Ann Marie Mariani-Issel

DORION GRAY FINANCIAL SERVICES INC.·CRYSTAL LAKE, Illinois
SIE, Series 7, Series 7TO, Series 24, Series 63, Series 65Clean record28 years registeredDORION GRAY FINANCIAL SERVICES INC.
2602 IL ROUTE 176, CRYSTAL LAKE, IL 60014-2225CRD# 1627532Firm CRD# 114390

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ann Marie Mariani-Issel · CRYSTAL LAKE, IL
Registration
CRD #1627532 · DORION GRAY FINANCIAL SERVICES INC. · 28 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
May 2019 – present
SECURITIES AMERICA ADVISORS, INC.
Dec 2013 – Jun 2019
CRYSTAL LAKE, IL
DORION-GRAY RETIREMENT PLANNING, INC.
Feb 2012 – Dec 2013
CRYSTAL LAKE, IL
MACK INVESTMENT SECURITIES, INC.
Jan 2009 – Dec 2011
WAYNE, IL
HERITAGE CAPITAL MANAGEMENT INC
Jan 1998 – Dec 2011
SCHAUMBURG, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 63
Series 65
Registration record
First registered · January 12, 1998
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

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

04

Firm Overview

Firm
DORION GRAY FINANCIAL SERVICES INC.
CRD 114390 · SEC 801-62870
AUM
$66M
Regulatory assets under management
Employees
11
409 client accounts
Services offered by DORION GRAY FINANCIAL SERVICES INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DORION GRAY FINANCIAL SERVICES INC. →
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05

Frequently Asked Questions

What services does Ann Marie Mariani-Issel offer?
Ann Marie Mariani-Issel specializes in Financial Planning, Investment Management. Contact their office in CRYSTAL LAKE, Illinois for a consultation.
What are Ann Marie Mariani-Issel's credentials?
Ann Marie Mariani-Issel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ann Marie Mariani-Issel located?
Ann Marie Mariani-Issel is based in CRYSTAL LAKE, Illinois, working with DORION GRAY FINANCIAL SERVICES INC.. Their office serves clients in the CRYSTAL LAKE metropolitan area and surrounding communities.
How does Ann Marie Mariani-Issel charge for services?
Ann Marie Mariani-Issel's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DORION GRAY FINANCIAL SERVICES INC.?
DORION GRAY FINANCIAL SERVICES INC. has approximately 11 employees and manages $66M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DORION GRAY FINANCIAL SERVICES INC.

Paula Lauretta Doriongray
CRYSTAL LAKE, IL
CFP

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