Patrick Mauro (CRD# 1130227) is an Investment Advisor Representative working at Patrick Mauro Investment Advisor, Inc. in Oak Brook, IL and has over 36 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Patrick Mauro Investment Advisor, Inc. | Oak Brook, IL | Jul 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1988 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1996 |
- IL
-
Total Assets Under Management187MILLIONS
-
Total Number of Accounts284ACCOUNTS
-
Average Account Value$659,922
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
IL, TX, VA
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