John
Mariscalco

103 Advisory Group

CRD#5196535
Investment Advisor
in Chicago, IL

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About this Advisor

John Mariscalco is a chartered financial analyst working out of Chicago, Illinois with a total of 2 years of relevant experience. Mariscalco is on the advisory team at 103 Advisory Group. During their career, Mariscalco has held roles at Bmo Financial Group, Mainstreet Advisors, Marquette Associates, Strategic Wealth Partners and 103 Advisory Group. Mariscalco has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois. 103 Advisory Group is a financial advisory firm that has its headquarters in Chicago, IL. It has $144 million in assets between its 52 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 52 customer accounts, 77% are associated with high-net-worth individuals who have more than $1 million in assets. The firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial management largely vary depending on the services. Fees billed by 103 Advisory Group likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

231 S. Lasalle Street 21St Floor
Chicago, IL 60604

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103 Advisory Group Brokerage Details

Total Assets Under Management

$143,677,119

IL Average: $6,674,516,078
Total Number of Employees

3

IL Average: 44
Total Number of Accounts

52

IL Average: 2,564
Average Account Size

$2,763,022

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

John Mariscalco Work History

John has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

103 Advisory Group

2019 - 2021 (2 years)

Strategic Wealth Partners

2017 - 2019 (2 years)

Marquette Associates

2015 - 2017 (2 years)

Mainstreet Advisors

2012 - 2015 (3 years)

Bmo Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Mariscalco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at 103 Advisory Group

Jonathan Cuthbert
Chicago, IL
John Mariscalco
Chicago, IL
Richard Milton
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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