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Secretary · Patrick Mauro Investment Advisor, Inc.

Mary E. Mauro

CRD 4585534 · Named on Form ADV at one SEC-registered adviser

At a glance

Patrick Mauro Investment Advisor, Inc., an SEC-registered wealth manager with $212 million in regulatory assets, lists Mary E. Mauro on its Form ADV as Secretary.

Firms and roles

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Mary’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

  • Patrick J. MauroPresident & Chief Executive Officer, Patrick Mauro Investment Advisor, Inc.
  • Anita B. MauroChief Compliance Officer & Chief Operating Officer, Patrick Mauro Investment Advisor, Inc.

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