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Office Manager · Michael J. Porro & Co. Financial Advisors, Inc.

Dawn M. Simon

CRD 7902551 · Named on Form ADV at one SEC-registered adviser

At a glance

Michael J. Porro & Co. Financial Advisors, Inc., an SEC-registered wealth manager based in Old Tappan, NJ with $169 million in regulatory assets, lists Dawn M. Simon on its Form ADV as Office Manager.

Firms and roles

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Dawn’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Michael J. PorroPresident/chief Compliance Officer, Michael J. Porro & Co. Financial Advisors, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dawn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.