Unclaimed Profile

Kevin Jacques Maroni

APPLEGATE & COLLATOS, INC·BOSTON, Massachusetts

Clean recordAPPLEGATE & COLLATOS, INC

ONE INTERNATIONAL PLACE, 29TH FLOOR, BOSTON, MA 02110CRD# 6025737Firm CRD# 160619

Profile Verification

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

Identity

Kevin Jacques Maroni · BOSTON, MA

Registration

CRD #6025737 · APPLEGATE & COLLATOS, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin Jacques Maroni is a registered financial advisor based in BOSTON, Massachusetts, affiliated with APPLEGATE & COLLATOS, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SPECTRUM EQUITY MANAGEMENT, INC.

SPECTRUM EQUITY

AUM

$8.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SPECTRUM EQUITY MANAGEMENT, INC. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6025737

Firm CRD# 160619

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Jacques Maroni offer?

Kevin Jacques Maroni specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.

What are Kevin Jacques Maroni's credentials?

Kevin Jacques Maroni is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Jacques Maroni located?

Kevin Jacques Maroni is based in BOSTON, Massachusetts, working with APPLEGATE & COLLATOS, INC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Kevin Jacques Maroni charge for services?

Kevin Jacques Maroni's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is APPLEGATE & COLLATOS, INC?

APPLEGATE & COLLATOS, INC has approximately 74 employees and manages $8.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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