Paul Marinelli has been Chief Compliance Officer of RiverGlades Family Offices since May 2014, is a control person of the firm and directly owns 75% or more of it. Paul Marinelli holds an Undergraduate degree in Economics from Duke University.
Riverglades Family Offices, LLC is a Naples, FL firm with $221M under management, 70 clients and 2 advisers in one office, as of its March 2026 filing.
Paul J. Marinelli is Founder and President of RiverGlades Family Offices, LLC, based in Naples, Florida. He learned the business at Citigroup Asset Management and Legg Mason's Private Portfolio Group in the New York City area, supporting the implementation of separately managed accounts. He later became a portfolio manager at a registered investment advisory firm, rising to President and Chief Investment Officer responsible for that firm and Capital Bank's Trust operations.
Paul Marinelli’s longest registration is the current one, 12 years at RiverGlades Family Offices since 2014. Before joining RiverGlades Family Offices in 2014, Paul Marinelli was registered through Antonetti Capital Management, LLC and Naples Capital Advisors.
- – present · 12 yearsNaples, FL · Adviser representative · Firm CRD 171584
- Antonetti Capital Management, LLC– · 1 yearNaples, FL · Adviser representative · Firm CRD 156551
- Naples Capital Advisors– · 4 yearsNaples, FL · Adviser representative · Firm CRD 143573
- Clearbridge Advisors, LLC– · 2 yearsNew York, NY · Adviser representative · Firm CRD 137028
- Citigroup Global Markets Inc.– · 1 yearStamford, CT · Adviser representative · Firm CRD 7059
- Morgan Stanley– · under a yearClearwater, FL · Adviser representative · Firm CRD 7556
Professional designations
Listed by RiverGlades Family Offices
- Chartered Financial Analyst (CFA)
- Certified Private Wealth Advisor® (CPWA®)
Investment adviser representative registrations
Paul Marinelli is registered as an investment adviser representative in Florida, since July 2014.
- FloridaSince 23 July 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 26 August 2003 |
| Series 31 | Futures Managed Funds Examination | 19 August 2003 |
| Series 7 | General Securities Representative Examination | 30 July 2003 |
- Name
- Uniform Combined State Law Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Representative Examination
- Full name
- Paul J. Marinelli
- CRD
- 4670011
- Firm
- RiverGlades Family Offices · CRD 171584
- Role
- Chief Compliance Officer
- Office
- 2640 GOLDEN GATE PKWY, SUITE #105, Naples, FL 34105
- Registration
- Investment adviser registration
- In the industry since
- April 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rivergladesfo.com
Where does Paul Marinelli work?
Paul Marinelli has been Chief Compliance Officer of Riverglades Family Offices, LLC since May 2014, and is a control person of the firm.
Is Paul Marinelli a financial advisor?
Yes. Paul Marinelli has a current investment-adviser registration in Florida, through RiverGlades Family Offices since July 2014.
How many years of experience does Paul Marinelli have?
Paul Marinelli has 22 years in the financial industry, since April 2004, across 6 adviser firms.
What exams has Paul Marinelli passed?
Paul Marinelli has passed 3 licensing exams: the Series 7, Series 31 and Series 66. The earliest, the Series 7, was passed in July 2003.
Where did Paul Marinelli work before RiverGlades Family Offices?
Before RiverGlades Family Offices, Paul Marinelli was registered through Naples Capital Advisors, April 2008 to February 2013; Clearbridge Advisors, LLC, December 2005 to January 2008; Citigroup Global Markets Inc., July 2004 to December 2005; Morgan Stanley, September 2003 to May 2004.
Where is Paul Marinelli based?
Paul Marinelli’s registered office is in Naples, FL.
Is Paul Marinelli registered with FINRA?
No. Paul Marinelli has no current broker registration.
Is Paul Marinelli a CFA charterholder?
RiverGlades Family Offices lists Paul Marinelli with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
Source: Paul J. Marinelli, CFA, CPWA biography, rivergladesfo.com
How can I verify Paul Marinelli’s record?
Search CRD 4670011 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Marinelli’s full registration record.