Marina Danielle Stephens
Investment Adviser Representative at Osaic Institutions, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Marina Danielle Stephens is an investment adviser representative with Osaic Institutions, Inc. in Patton, PA, where they have been registered since 2018. They have worked in the securities industry since 2012 and have been registered with 6 firms, including Essex National Securities, LLC and Metlife Investors Distribution Company. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
4 states and territories
New Jersey, North Carolina, Ohio, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- American LegionApr 2012 – May 2017Patton, PA
- First Commonwealth BANKMar 2014 – Jul 2017Altoona, PA
- Loyal Order of the MooseMar 2015 – Sep 2017Patton, PA
- Infinex Investments, Inc.Oct 2015 – no end date reportedMeriden, CT
- First Commonwealth BankAug 2017 – no end date reportedPatton, PA
- Sons and daughters of Italy ClubJun 2017 – no end date reportedPatton, PA
- Hastings VFW Post 1586Sep 2026 – no end date reportedHastings, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Osaic Institutions, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,500
- Estimated blended rate
- 0.025
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Advisory services (fee-based portfolios, investment team support, case design), equity and fixed income trading, life/long-term care/disability insurance, trust services, training, lead generation, marketing support, and recruiting.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 550
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Meriden, CT
- SEC file number:
- 801-67242
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 18, 2026
View full firm profileOther advisors at Osaic Institutions, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marina Danielle Stephens has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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