Unclaimed Profile

Ross Louis Marino

TRANSITUS WEALTH PARTNERS LLC·WILMINGTON, North Carolina

SIE, Series 7, Series 24, Series 31, Series 51, Series 63, Series 65CFP21 years registeredTRANSITUS WEALTH PARTNERS LLC

210-4 AVONDALE AVE, WILMINGTON, NC 28403-7059CRD# 1881080Firm CRD# 311298

Profile Verification

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

Identity

Ross Louis Marino · WILMINGTON, NC

Registration

CRD #1881080 · TRANSITUS WEALTH PARTNERS LLC · 21 years registered

Brand Profile

Not yet started

Career History

DOVETAIL FINANCIAL GROUP LLC

Jan 2021 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Dec 2020

WILMINGTON, NC

RAYMOND JAMES FINANCIAL SERVICES

Feb 2005 – Jan 2009

WILMINGTON, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 51

Series 63

Series 65

Registration record

First registered · February 8, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

1998Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TRANSITUS WEALTH PARTNERS LLC

CRD 311298 · SEC 801-119910

AUM

$228M

Regulatory assets under management

Employees

811 client accounts

Services offered by TRANSITUS WEALTH PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRANSITUS WEALTH PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Ross Louis Marino offer?

Ross Louis Marino specializes in Financial Planning, Investment Management. Contact their office in WILMINGTON, North Carolina for a consultation.

What are Ross Louis Marino's credentials?

Ross Louis Marino holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ross Louis Marino located?

Ross Louis Marino is based in WILMINGTON, North Carolina, working with TRANSITUS WEALTH PARTNERS LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.

How does Ross Louis Marino charge for services?

Ross Louis Marino'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 TRANSITUS WEALTH PARTNERS LLC?

TRANSITUS WEALTH PARTNERS LLC has approximately 6 employees and manages $228M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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