Marino, Stram And Associates Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 1,338
- Avg AUM / client
- $1.1M
- Accounts
- 3,271
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 850 | $288M | 20.5% |
| High net worth individuals | 474 | $1.1B | 76.7% |
| Pension and profit sharing plans | 14 | $36.9M | 2.63% |
| Corporations and other businesses | Fewer than 5 clients | $2.0M | 0.14% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Jewish Vocational Service, Inc. 403(b) Plan Jewish Vocational Service, Inc. | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul M. Marino | Financial Advisor, Managing Director | CFP | May 2011 (15y) | 25% – 50% |
| Richard Eric Stram | Financial Advisor, Managing Director And Cco | CFP | Jun 2011 (15y) | 25% – 50% |
| Michael Paul Cammarata | Financial Advisor, Managing Partner | CFP | Jun 2011 (15y) | 10% – 25% |
| Ryan Alan Zimmerman | Financial Advisor, Partner | CFP | Nov 2017 (9y) | 5% – 10% |
| Denise Elizabeth Del Monaco | Registered representative | Jun 2011 (15y) | ||
| Robert Paul Roy | Registered representative | Jun 2017 (9y) | ||
| Brandon Roy | Registered representative | CFP | Sep 2017 (9y) | |
| Allison Elizabeth Leary | Registered representative | Mar 2020 (6y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Jewish Vocational Service, Inc. 403(b) Plan | Jewish Vocational Service, Inc. | 203 | $4.2M | 10/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/18/2026 | 921 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $1.4B (98% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗