CMA ADVISORY GROUP, LLC

ORLANDO, Florida·4 registered advisors·CRD# 151952
SEC# 801-70916407-250-6791
01

Firm Overview

AUM
$276M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at CMA ADVISORY GROUP, LLC

4 registered advisors
Jeffrey Russo
ORLANDO, Florida
Karl Chester Ashley
ORLANDO, Florida
Lindsey Teeter
ORLANDO, Florida
Randy David Russo
ORLANDO, Florida
05

Office Locations

ORLANDO, Florida
4 advisors

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Data sourced from SEC Form ADV filings. CMA ADVISORY GROUP, LLC (CRD# 151952) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.