Christopher Marrone has been an investment adviser representative at Forefront Wealth Partners since November 2022, and is not listed among the firm’s executive officers or direct owners.
Forefront Wealth Partners, LLC is an Austin, TX firm with $240M under management, 572 clients and 7 advisers across 6 offices, as of its September 2026 filing.
Chris Marrone is Financial Advisor and Equity Compensation Specialist at Forefront Wealth Partners. Marrone helps professionals who receive stock from their companies, through RSUs, stock options or ESPPs, with when to sell and when and how to exercise. Marrone also works with professionals at private and public companies, including those preparing for an IPO or acquisition.
Christopher Marrone’s longest registration is the current one, 4 years at Marrone Wealth Management since 2021. Before joining Forefront Wealth Partners in 2022, Christopher Marrone was registered through Origin Investment Advisory LLC.
- Origin Investment Advisory LLC– · 3 yearsYonkers, NY · Adviser representative · Firm CRD 305353
- Marrone Wealth ManagementAlso current– present · 4 yearsNew York, NY · Adviser representative · Firm CRD 317011
Professional designations
Listed by Forefront Wealth Partners
- CFP®
Investment adviser representative registrations
Christopher Marrone is registered as an investment adviser representative in 2 states. The first approvals date from November 2022; the most recent is New York, in July 2024.
- New YorkSince 21 July 2024
- TexasSince 1 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 21 March 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 2 August 2018 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 April 2018 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Christopher Charles Marrone
- CRD
- 6813964
- Firm
- Forefront Wealth Partners · CRD 308521
- Office
- New York, NY
- Registration
- Investment adviser registration
- In the industry since
- April 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- forefrontwealthpartners.com
Where does Christopher Marrone work?
Christopher Marrone is an investment adviser representative registered through Forefront Wealth Partners, LLC since November 2022, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Marrone a financial advisor?
Yes. Christopher Marrone has a current investment-adviser registration in New York and Texas, through Forefront Wealth Partners since November 2022.
How many years of experience does Christopher Marrone have?
Christopher Marrone has 8 years in the financial industry, since April 2018, across 3 adviser firms.
What exams has Christopher Marrone passed?
Christopher Marrone has passed 3 licensing exams: the Series 6, Series 63 and Series 7TO. The earliest, the Series 6, was passed in April 2018. FINRA credited Christopher Marrone with the SIE, which began in October 2018.
Where is Christopher Marrone based?
Christopher Marrone’s registered office is in New York, NY.
Is Christopher Marrone registered with FINRA?
No. Christopher Marrone has no current broker registration.
Is Christopher Marrone a CFP?
Forefront Wealth Partners lists Christopher Marrone with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Chris Marrone biography, forefrontwealthpartners.com
How can I verify Christopher Marrone’s record?
Search CRD 6813964 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Marrone’s full registration record.
