Unclaimed Profile

Martin Douglas Parlato

MARTIN D. PARLATO & ASSOCIATES, INC.·JACKSONVILLE, Florida

Series 7, Series 6523 years registeredMARTIN D. PARLATO & ASSOCIATES, INC.

12724 GRAN BAY PKY., JACKSONVILLE, FL 32258CRD# 4556365Firm CRD# 147403

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Martin Douglas Parlato · JACKSONVILLE, FL

Registration

CRD #4556365 · MARTIN D. PARLATO & ASSOCIATES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

LIGHTHOUSE RETIREMENT

Sep 2012 – present

LIGHTHOUSE FINANCIAL SERVICES

Sep 2012 – Dec 2012

VERO BEACH, FL

LIGHTHOUSE FINANCIAL SERVICES

Jun 2008 – Dec 2011

JACKSONVILLE, FL

KOVACK ADVISORS, INC.

Mar 2008 – Jun 2008

FT. LAUDERDALE, FL

LINCOLN FINANCIAL ADVISORS CORPORATION

Dec 2002 – Apr 2003

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · December 13, 2002

Years registered · 23

Disclosure History

2012Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MARTIN D. PARLATO & ASSOCIATES, INC.

CRD 147403 · SEC 801-120237

AUM

$139M

Regulatory assets under management

Employees

281 client accounts

Services offered by MARTIN D. PARLATO & ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARTIN D. PARLATO & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Martin Douglas Parlato offer?

Martin Douglas Parlato specializes in Financial Planning, Investment Management. Contact their office in JACKSONVILLE, Florida for a consultation.

What are Martin Douglas Parlato's credentials?

Martin Douglas Parlato is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Martin Douglas Parlato located?

Martin Douglas Parlato is based in JACKSONVILLE, Florida, working with MARTIN D. PARLATO & ASSOCIATES, INC.. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.

How does Martin Douglas Parlato charge for services?

Martin Douglas Parlato'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 MARTIN D. PARLATO & ASSOCIATES, INC.?

MARTIN D. PARLATO & ASSOCIATES, INC. has approximately 1 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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