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Marco Lima

MRA ADVISORY GROUP·PARSIPPANY, New Jersey
Unclaimed Profile
14 WALSH DRIVE, PARSIPPANY, NJ 07054CRD# 4679582Firm CRD# 287933
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MRA ADVISORY GROUP
MRA ADVISORY GROUP
AUM
$246M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at MRA ADVISORY GROUP →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4679582
Firm CRD# 287933
5 disclosures on file
View on FINRA BrokerCheck →

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05

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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City Guides
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Research
Advisor Fees in New JerseyNational Fee Analysis
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