Unclaimed Profile

Marcello Correa

GREYTOWN ADVISORS INC.·MIAMI, Florida

Series 4, Series 24, Series 7, Series 66, Series 63Clean recordGREYTOWN ADVISORS INC.

1221 BRICKELL AVENUE, MIAMI, FL 33131CRD# 1881807Firm CRD# 166629

Profile Verification

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

Identity

Marcello Correa · MIAMI, FL

Registration

CRD #1881807 · GREYTOWN ADVISORS INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marcello Correa is a registered financial advisor based in MIAMI, Florida, affiliated with GREYTOWN ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GREYTOWN ADVISORS INC.

GREYTOWN ADVISORS

AUM

$847M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GREYTOWN ADVISORS INC. →

Services

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Other: ANNUAL FIXED ADVISORY RETAINER FOR INSTITUTIONAL ADVISORY WORK

Regulatory

SEC/IARD CRD# 1881807

Firm CRD# 166629

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Frequently Asked Questions

What services does Marcello Correa offer?

Marcello Correa specializes in Investment Management, Retirement Planning. Contact their office in MIAMI, Florida for a consultation.

What are Marcello Correa's credentials?

Marcello Correa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marcello Correa located?

Marcello Correa is based in MIAMI, Florida, working with GREYTOWN ADVISORS INC.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Marcello Correa charge for services?

Marcello Correa's firm is compensated through percentage of aum, subscription fees, other: annual fixed advisory retainer for institutional advisory work. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GREYTOWN ADVISORS INC.?

GREYTOWN ADVISORS INC. has approximately 8 employees and manages $847M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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