Unclaimed Profile

Marco Lima

MRA ADVISORY GROUP·PARSIPPANY, New Jersey

SIE, Series 7, Series 66CFPClean record22 years registeredMRA 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 · 22 years registered

Brand Profile

Not yet started

Career History

MRA ADVISORY GROUP

Jun 2017 – present

AMERIPRISE FINANCIAL SERVICES, INC.

Sep 2003 – May 2017

PARSIPPANY, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 11, 2003

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MRA ADVISORY GROUP

CRD 287933 · SEC 801-110363

AUM

$246M

Regulatory assets under management

Employees

1,290 client accounts

Services offered by MRA ADVISORY GROUP

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MRA ADVISORY GROUP →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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