President & Chief Executive Officer · Patrick Mauro Investment Advisor, Inc.
Patrick J. Mauro
CRD 1130227 · 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 Patrick J. Mauro on its Form ADV as President & Chief Executive Officer, a control person.
Firms and roles
- Patrick Mauro Investment Advisor, Inc.President & Chief Executive OfficerWealth manager · United States · $212M in regulatory assets
AtlasMembers
Patrick’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
- Mary E. MauroSecretary, 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 Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.