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Catalina Maria Franco-Cicero

TOBIAS FINANCIAL ADVISORS, INC.·PLANTATION, Florida
Clean recordTOBIAS FINANCIAL ADVISORS, INC.
1000 S. PINE ISLAND ROAD, PLANTATION, FL 33324CRD# 6168760Firm CRD# 104711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Catalina Maria Franco-Cicero · PLANTATION, FL
Registration
CRD #6168760 · TOBIAS FINANCIAL ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Catalina Maria Franco-Cicero is a registered financial advisor based in PLANTATION, Florida, affiliated with TOBIAS FINANCIAL ADVISORS, 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
TOBIAS FINANCIAL ADVISORS, INC.
TOBIAS FINANCIAL ADVISORS
AUM
$756M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at TOBIAS FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6168760
Firm CRD# 104711
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Catalina Maria Franco-Cicero offer?
Catalina Maria Franco-Cicero specializes in Financial Planning, Investment Management. Contact their office in PLANTATION, Florida for a consultation.
What are Catalina Maria Franco-Cicero's credentials?
Catalina Maria Franco-Cicero is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catalina Maria Franco-Cicero located?
Catalina Maria Franco-Cicero is based in PLANTATION, Florida, working with TOBIAS FINANCIAL ADVISORS, INC.. Their office serves clients in the PLANTATION metropolitan area and surrounding communities.
How does Catalina Maria Franco-Cicero charge for services?
Catalina Maria Franco-Cicero'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 TOBIAS FINANCIAL ADVISORS, INC.?
TOBIAS FINANCIAL ADVISORS, INC. has approximately 21 employees and manages $756M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TOBIAS FINANCIAL ADVISORS, INC.

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Edgar Nmn Collado
PLANTATION, FL
Marianela Nmn Collado
PLANTATION, FL
Matthew David Saneholtz
PLANTATION, FL
Yesenia Realejo
PLANTATION, FL

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