Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Emil Marone

Mutual Trust Asset Mgmt., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Emil Marone

Matthew Emil Marone is a financial advisor with Mutual Trust Asset Mgmt., Inc. He is a Certified Financial Planner™ professional with over 27 years of experience in the industry. Matthew Emil Marone specializes in financial planning and advisory services, including estate planning, retirement planning and investment management for individuals and families.

Firm Information

Matthew Marone is currently registered with Mutual Trust Asset Mgmt., Inc.. Mutual Trust Asset Mgmt., Inc. is a registered investment advisor based in Tampa, FL. The firm provides financial planning, portfolio management for individuals, and selection of other advisers. They manage approximately $241,372,086 in assets for 1,915 clients, including 854 individuals and 31 high-net-worth individuals.
Mutual Trust Asset Mgmt., Inc.

2701 N. ROCKY POINT DRIVE, SUITE 1000

TAMPA, FL 33607

$241.37M

Assets Under Management

51

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

estate & financial planning

Estate & financial planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Financial planning & advisory

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Marone’s Registration & Firm History

FL

11/26/2024 - Present

Mutual Trust Asset Mgmt., Inc. (St. Petersburg FL)

IA

12/06/1995 - 10/27/1999

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

Not sure if Matthew Emil Marone is right for you?

Licenses & Designations

BC

Issued 06/14/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/01/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew Emil Marone. Review regulatory record here.
Not sure if Matthew Emil Marone is right for you?