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Catherina Marlene Pareto

CATHY PARETO AND ASSOCIATES, INC.·CORAL GABLES, Florida
Series 65Clean record23 years registeredCATHY PARETO AND ASSOCIATES, INC.
901 PONCE DE LEON BLVD., CORAL GABLES, FL 33134CRD# 4623442Firm CRD# 145919

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Catherina Marlene Pareto · CORAL GABLES, FL
Registration
CRD #4623442 · CATHY PARETO AND ASSOCIATES, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

AZZENDO WEALTH ADVISORS
Jan 2008 – present
BLUEKEY PERSONAL WEALTH PLANNING, A LIMITED LIABILITY COMPANY
Aug 2016 – Jun 2017
Coral Gables, FL
INVESTOR SOLUTIONS, INC.
May 2003 – Feb 2008
COCONUT GROVE, FL
SINGER XENOS WEALTH MANAGEMENT
Feb 2003 – May 2003
CORAL GABLES, FL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 21, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CATHY PARETO AND ASSOCIATES, INC.
CRD 145919 · SEC 801-110395
AUM
$212M
Regulatory assets under management
Employees
5
548 client accounts
Services offered by CATHY PARETO AND ASSOCIATES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CATHY PARETO AND ASSOCIATES, INC. →
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Frequently Asked Questions

What services does Catherina Marlene Pareto offer?
Catherina Marlene Pareto specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CORAL GABLES, Florida for a consultation.
What are Catherina Marlene Pareto's credentials?
Catherina Marlene Pareto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherina Marlene Pareto located?
Catherina Marlene Pareto is based in CORAL GABLES, Florida, working with CATHY PARETO AND ASSOCIATES, INC.. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.
How does Catherina Marlene Pareto charge for services?
Catherina Marlene Pareto'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 CATHY PARETO AND ASSOCIATES, INC.?
CATHY PARETO AND ASSOCIATES, INC. has approximately 5 employees and manages $212M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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