AdvisorOS Directory
Claim Profile
MC

Marcello Correa

GREYTOWN ADVISORS INC.·MIAMI, Florida
Series 4Series 24Series 7Series 66Series 63
Unclaimed Profile
1221 BRICKELL AVENUE, MIAMI, FL 33131CRD# 1881807Firm CRD# 166629
01

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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
GREYTOWN ADVISORS INC.
GREYTOWN ADVISORS
AUM
$847M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at GREYTOWN ADVISORS INC. →
Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: ANNUAL FIXED ADVISORY RETAINER FOR INSTITUTIONAL ADVISORY WORK
Regulatory
SEC/IARD CRD# 1881807
Firm CRD# 166629
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MIAMI?

Browse all registered financial advisors in MIAMI, Florida or claim this profile if it's yours.

Browse MIAMI AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MIAMI
Lansing Alden Davis — ACCIAL CAPITAL MANAGEMENT LLCJames Richard Malone — BOYNE CAPITAL ADVISORS, LLCKharen A Musaelian — DUALITY ADVISERS, LPRafael Jose Benavente — INTERBOLSA INVESTMENT MANAGEMENT LLCMarcelo A Alvarez — EFG CAPITAL ADVISORS LLC
Nearby cities in Florida
TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)
City Guides
TAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile