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MRA ADVISORY GROUP

SARASOTA, FL · CRD 287933 · IAPD ↗ · 844.672.7623

$361.3MRegulatory AUM
8Advisory reps
13Employees
1Clients
251-500Planning clients
0Private funds
9States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
February 2026 — MRA ADVISORY GROUP moved its main office from PARSIPPANY, NJ to SARASOTA, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
February 2026 — MRA ADVISORY GROUP added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
March 2025 — MRA ADVISORY GROUP notice-filed in CA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2025 — MRA ADVISORY GROUP added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
March 2025 — MRA ADVISORY GROUP reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
March 2025 — MRA ADVISORY GROUP began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
70
March 2025 — MRA ADVISORY GROUP grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2024 — MRA ADVISORY GROUP added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.