Mario
Giammarco
Herold Advisors, Inc
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About this Advisor
Mario Giammarco is a financial advisor based in New York, New York, working with Herold Advisors, Inc. Mario has previously held positions at Bernard Herold & Co., Inc, Everbank, Herold & Lantern Investments, Inc, Herold Advisors, LLC, and Lantern Wealth Advisors, LLC. Mario has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Mario is part of Herold Advisors, Inc, which operates out of New York, New York. The firm has 1 office and 9 employees. The firm manages assets totaling $413.1 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Herold Advisors, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Herold Advisors, Inc Brokerage Details
$413,078,931
9
452
$913,891
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Mario Giammarco Work History
Lantern Wealth Advisors, LLC
Herold & Lantern Investments, Inc
Herold Advisors, LLC
Everbank
Bernard Herold & Co., Inc
Disclosures
Please visit the SEC profile of Mario Giammarco 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 Herold Advisors, Inc
Staten Island, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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