Mario
Pandolfo

Invesco Advisers, Inc

CRD#5822140
Investment Advisor
in Atlanta, GA

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About this Advisor

Mario Pandolfo is a certified financial planner who works in Atlanta, Georgia, who has 10 years of work experience. Pandolfo is currently employed by Invesco Advisers, Inc. They have been with Invesco Advisers, Inc for the entirety of their career. Pandolfo has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois. Invesco Advisers, Inc is a firm based in Atlanta, Georgia. The company has offices in 15 locations and a total of 3,059 financial advisors. It handles $805 billion in total assets among its 29,716 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises six charities and foundations. The company offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees for financial advice largely are based on which services the firm provides the client. Fee types charged by Invesco Advisers, Inc can be comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

1555 Peachtree Street, N.E.
Atlanta, GA 30309

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$804,869,054,793

GA Average: $3,570,121,308
Total Number of Employees

3,059

GA Average: 58
Total Number of Accounts

29,716

GA Average: 1,608
Average Account Size

$27,085,377

GA Average: $2,220,225

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Mario Pandolfo Work History

Mario has 10 years of experience.

2012 - Present (11 years)

Invesco Distributors Inc

Disclosures

Mario Pandolfo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Invesco Advisers, Inc

Adam Gebler
San Rafael, CA
John Daniel
Atlanta, GA
Mario Pandolfo
Atlanta, GA
Mark Linnecke
Manhattan Beach, CA
Gregory Seals
Atlanta, GA
Justin Williams
Downers Grove, IL
Petra Deleo
Downers Grove, IL
Tracey Luke
San Francisco, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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