Mario John Giammarco jr
Investment adviser representative at Herold Advisors, Inc.
21 yearsExperience
2 statesRegistered in
$540.2MFirm assets
50 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Herold & Lantern Investments, Inc.Nov 2020 to now
- Herold Advisors, Inc.Jun 2015 to now
- Herold Insurance AgencyDec 2012 to now
- Walsh Electrical ContractingOct 2013 to Jun 2017
- Bernard Herold & Co., Inc.May 2005 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Herold Advisors, Inc.
$540.2MAssets managed
563Clients
8Advisers
50 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5244296
- Firm CRD
- 105090