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Rita Carol Defloreo

VISIONARY ASSET MANAGEMENT, INC.·HOUSTON, Texas
Clean recordVISIONARY ASSET MANAGEMENT, INC.
2500 WILCREST DRIVE, HOUSTON, TX 77042CRD# 1655762Firm CRD# 147304

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rita Carol Defloreo · HOUSTON, TX
Registration
CRD #1655762 · VISIONARY ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Rita Carol Defloreo is a registered financial advisor based in HOUSTON, Texas, affiliated with VISIONARY ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
VISIONARY ASSET MANAGEMENT, INC.
VISIONARY ASSET MANAGEMENT
AUM
$605M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at VISIONARY ASSET MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1655762
Firm CRD# 147304
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rita Carol Defloreo offer?
Rita Carol Defloreo specializes in Investment Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.
What are Rita Carol Defloreo's credentials?
Rita Carol Defloreo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rita Carol Defloreo located?
Rita Carol Defloreo is based in HOUSTON, Texas, working with VISIONARY ASSET MANAGEMENT, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Rita Carol Defloreo charge for services?
Rita Carol Defloreo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VISIONARY ASSET MANAGEMENT, INC.?
VISIONARY ASSET MANAGEMENT, INC. has approximately 8 employees and manages $605M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VISIONARY ASSET MANAGEMENT, INC.

Andrew Cassedy Miller
HOUSTON, TX
Gordon Ralph Dangelo
HOUSTON, TX
Marlana Arline Splettstosser
HOUSTON, TX

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