Unclaimed Profile

Marco Lima

MRA ADVISORY GROUP·PARSIPPANY, New Jersey

MRA ADVISORY GROUP

14 WALSH DRIVE, PARSIPPANY, NJ 07054CRD# 4679582Firm CRD# 287933

Profile Verification

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

Identity

Marco Lima · PARSIPPANY, NJ

Registration

CRD #4679582 · MRA ADVISORY GROUP

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Marco Lima is a registered financial advisor based in PARSIPPANY, New Jersey, affiliated with MRA ADVISORY GROUP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MRA ADVISORY GROUP

AUM

$246M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MRA ADVISORY GROUP →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4679582

Firm CRD# 287933

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marco Lima offer?

Marco Lima specializes in Financial Planning, Investment Management. Contact their office in PARSIPPANY, New Jersey for a consultation.

What are Marco Lima's credentials?

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

Where is Marco Lima located?

Marco Lima is based in PARSIPPANY, New Jersey, working with MRA ADVISORY GROUP. Their office serves clients in the PARSIPPANY metropolitan area and surrounding communities.

How does Marco Lima charge for services?

Marco Lima's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MRA ADVISORY GROUP?

MRA ADVISORY GROUP has approximately 15 employees and manages $246M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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