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Martin Douglas Parlato

MARTIN D. PARLATO & ASSOCIATES, INC.·JACKSONVILLE, Florida
MARTIN 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.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Martin Douglas Parlato is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with MARTIN D. PARLATO & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MARTIN D. PARLATO & ASSOCIATES, INC.
LIGHTHOUSE RETIREMENT
AUM
$139M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MARTIN D. PARLATO & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4556365
Firm CRD# 147403
View on FINRA BrokerCheck →

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05

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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