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Co-Owner · Maggi Investment Services, LLC

Robert A Maggi

CRD 8221034 · Named on Form ADV at one SEC-registered adviser

At a glance

Maggi Investment Services, LLC, an SEC-registered wealth manager based in Oldmar, FL with $154 million in regulatory assets, lists Robert A Maggi on its Form ADV as Co-Owner, a control person.

Firms and roles

AtlasMembers

Robert’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

  • Christopher R. MaggiChief Compliance Officer/chief Executive Officer, Maggi Investment Services, LLC

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