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Catherina Marlene Pareto

CATHY PARETO AND ASSOCIATES, INC.·CORAL GABLES, Florida
Unclaimed Profile
901 PONCE DE LEON BLVD., CORAL GABLES, FL 33134CRD# 4623442Firm CRD# 145919
01

About

Catherina Marlene Pareto is a registered financial advisor based in CORAL GABLES, Florida, affiliated with CATHY PARETO AND ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CATHY PARETO AND ASSOCIATES, INC.
AZZENDO WEALTH ADVISORS
AUM
$212M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CATHY PARETO AND ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4623442
Firm CRD# 145919
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)WEST PALM BEACH (251)NAPLES (220)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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