Unclaimed Profile

Mark Lamoriello

ADVUS FINANCIAL PARTNERS, LLC·WINTER PARK, Florida

Series 7, Series 24, Series 63, Series 65Clean record30 years registeredADVUS FINANCIAL PARTNERS, LLC

271 N. PENNSYLVANIA AVE, WINTER PARK, FL 32789CRD# 2106993Firm CRD# 311990

Profile Verification

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

Identity

Mark Lamoriello · WINTER PARK, FL

Registration

CRD #2106993 · ADVUS FINANCIAL PARTNERS, LLC · 30 years registered

Brand Profile

Not yet started

Career History

ADVUS FINANCIAL PARTNERS, LLC

Apr 2021 – present

NCT FINANCIAL SERVICES, LLC

Jul 2005 – Mar 2011

LAKE MARY, FL

O'SULLIVAN CREEL HICKS PATTON FINANCIAL ADVISORS, LLC

Sep 2002 – Jun 2005

LAKE MARY, FL

LOCKWOOD FINANCIAL SERVICES, INC

Oct 2000 – Nov 2003

LAKE MARY, FL

LAMCO ADVISORY SERVICES INC.

Jan 1996 – Jun 2021

LAKE MARY, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 1, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADVUS FINANCIAL PARTNERS, LLC

CRD 311990 · SEC 801-120458

AUM

$2.8B

Regulatory assets under management

Employees

1,168 client accounts

Services offered by ADVUS FINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ADVUS FINANCIAL PARTNERS, LLC →

Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WINTER PARK?

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

Browse WINTER PARK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Mark Lamoriello offer?

Mark Lamoriello specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WINTER PARK, Florida for a consultation.

What are Mark Lamoriello's credentials?

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

Where is Mark Lamoriello located?

Mark Lamoriello is based in WINTER PARK, Florida, working with ADVUS FINANCIAL PARTNERS, LLC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.

How does Mark Lamoriello charge for services?

Mark Lamoriello'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 ADVUS FINANCIAL PARTNERS, LLC?

ADVUS FINANCIAL PARTNERS, LLC has approximately 18 employees and manages $2.8B 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 →