Chief Executive Officer · Tobias Financial Advisors
Marianela N. Collado
CRD 6569237 · Named on Form ADV at one SEC-registered adviser
At a glance
Tobias Financial Advisors, an SEC-registered wealth manager based in Plantation, FL with $1.2 billion in regulatory assets, lists Marianela N. Collado on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Tobias Financial AdvisorsChief Executive OfficerWealth manager · Plantation, FL · $1.2B in regulatory assets
AtlasMembers
Marianela’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
- 1 firmLocked
- 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
- Matthew D. SaneholtzPresident, Tobias Financial Advisors
- Edgar N. ColladoChief Compliance Officer, Chief Financial Officer & Chief Operations Officer, Tobias Financial Advisors
- Yesenia RealejoWealth Advisor, Tobias Financial Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marianela’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.