Cathy Pareto And Associates

Cathy Pareto And Associates (CRD# 145919) is a financial advisory firm headquartered in Coral Gables, FL. They manage $84,108,586 in 372 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    372
    ACCOUNTS
  • Average Account Value
    $226,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Cathy Pareto And Associates
Showing 1 - 4 of 4 top financial advisors.
1
Louis B. Carpenter
CRD#: 4760892
2030 Douglas Road, Unit #215, Coral Gables, FL 33134
96
Wealthminder
score

Louis Carpenter (CRD# 4760892) is an Investment Advisor Representative working at Cathy Pareto And Associates in Coral Gables, FL and has over 12 years of experience in the finance industry. Louis Carpenter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Catherina M. Pareto
CRD#: 4623442
2030 South Douglas Road, Unit #215, Coral Gables, FL 33134
96
Wealthminder
score

Catherina Pareto (CRD# 4623442) is an Investment Advisor Representative working at Cathy Pareto And Associates in Coral Gables, FL and has over 13 years of experience in the finance industry. Catherina Pareto has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ana C. Arguello
CRD#: 6643845
2030 South Douglas Road, Unit #215, Coral Gables, FL 33134
90
Wealthminder
score

Ana Arguello (CRD# 6643845) is an Investment Advisor Representative working at Cathy Pareto And Associates in Coral Gables, FL and has 1 year of experience in the finance industry. Ana Arguello has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Alexandra F. Caraballo
CRD#: 6107039
2030 South Douglas Road, Unit #215, Coral Gables, FL 33134
88
Wealthminder
score

Alexandra Caraballo (CRD# 6107039) is an Investment Advisor Representative working at Cathy Pareto And Associates in Coral Gables, FL and has 1 year of experience in the finance industry.

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