Unclaimed Profile

Catalina Maria Franco-Cicero

TOBIAS FINANCIAL ADVISORS, INC.·PLANTATION, Florida

SIE, Series 7, Series 65Clean record10 years registeredTOBIAS 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. · 10 years registered

Brand Profile

Not yet started

Career History

MEIRA WEALTH

Jun 2026 – present

SAVVY

Feb 2026 – Jun 2026

Pembroke Pines, FL

BUILD A BETTER FINANCIAL FUTURE LLC

Aug 2025 – Feb 2026

Pembroke Pines, FL

TOBIAS FINANCIAL ADVISORS

Nov 2017 – Dec 2024

Plantation, FL

FISCAL FITNESS CLUBS

Sep 2015 – Oct 2017

Miramar, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Registration record

First registered · September 21, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOBIAS FINANCIAL ADVISORS, INC.

CRD 104711 · SEC 801-33972

AUM

$756M

Regulatory assets under management

Employees

1,815 client accounts

Services offered by TOBIAS FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TOBIAS FINANCIAL ADVISORS, INC. →

Introduction

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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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