Mark Lamoriello is a registered investment advisor at Advus Financial Partners, LLC, based in Winter Park, FL, with 30 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 686 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advus Financial Partners offers investment management services where fees generally range from 0.10% to 1.65% of the value of your investments. The exact fee is negotiable and depends on factors like the amount of assets managed, the complexity of your financial situation, and the frequency of meetings. Fees are billed either quarterly in advance or in arrears, as stated in your contract.
Location
631 W. Morse Blvd., Suite 115, Winter Park, FL, 32789
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Mark owns Pooled Plan Services, LLC, which owns SecureHorizons Retirement Plan, LLC, a pooled plan provider. Advus acts as a service provider to the pooled employer plan, and this activity does not involve a substantial amount of Mark's time.
Employment History
Current Registrations
Advus Financial Partners, LLC
Previous Registrations
Nct Financial Services, LLC
O'sullivan Creel Hicks Patton Financial Advisors, LLC
Lockwood Financial Services, INC
Lamco Advisory Services INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.