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Anthony Mario Corrao

CHAS. P. SMITH & ASSOCIATES, PA, CPA'S·LAKELAND, Florida
Clean recordCHAS. P. SMITH & ASSOCIATES, PA, CPA'S
205 EAST ORANGE STREET #310, LAKELAND, FL 33801-4611CRD# 6085594Firm CRD# 104914

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Mario Corrao · LAKELAND, FL
Registration
CRD #6085594 · CHAS. P. SMITH & ASSOCIATES, PA, CPA'S
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Anthony Mario Corrao is a registered financial advisor based in LAKELAND, Florida, affiliated with CHAS. P. SMITH & ASSOCIATES, PA, CPA'S. 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
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
CHAS. P. SMITH & ASSOCIATES, PA, CPA'S
CPS INVESTMENT ADVISORS
AUM
$2.4B
Regulatory assets under management
Employees
25
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6085594
Firm CRD# 104914
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anthony Mario Corrao offer?
Anthony Mario Corrao specializes in Financial Planning, Investment Management. Contact their office in LAKELAND, Florida for a consultation.
What are Anthony Mario Corrao's credentials?
Anthony Mario Corrao is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Mario Corrao located?
Anthony Mario Corrao is based in LAKELAND, Florida, working with CHAS. P. SMITH & ASSOCIATES, PA, CPA'S. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.
How does Anthony Mario Corrao charge for services?
Anthony Mario Corrao's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHAS. P. SMITH & ASSOCIATES, PA, CPA'S?
CHAS. P. SMITH & ASSOCIATES, PA, CPA'S has approximately 25 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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