Managing Member, CCO · MRA Advisory Group
Marco Lima
CRD 4679582 · Named on Form ADV at one SEC-registered adviser
At a glance
MRA Advisory Group, an SEC-registered wealth manager based in Sarasota, FL with $361 million in regulatory assets, lists Marco Lima on its Form ADV as Managing Member, CCO, a control person.
Firms and roles
- MRA Advisory GroupManaging Member, CCOWealth manager · Sarasota, FL · $361M in regulatory assets
AtlasMembers
Marco’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Adam C. AndersonDirector of Alternative Investments, MRA Advisory Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marco’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.