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Joseph A Verile

Investment Adviser Representative at MRA Advisory Group

Sarasota, FLCRD #6638580Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Joseph A. Verile is an investment adviser representative with MRA Advisory Group in Sarasota, FL, where they have been registered since 2018, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in New Jersey.

Office

2639 Fruitville Rd, Suite 103
Sarasota, FL 34237

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New Jersey

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/30/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

MRA Advisory GroupCurrent
8/3/2018 – Sarasota, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Ameriprise Financial Services
    May 2016 – May 2017Parsippany, NJ
  2. MRA Advisory Group
    May 2017 – no end date reportedParsippany, NJ

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About MRA Advisory Group

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Subscription fee
Firm's annual rate schedule by assets
  • $0 - $249K2.00%
  • $250K - $499K1.50%
  • $500K - $999K1.35%
  • $1M - $1,999,9991.10%

+7 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

WealthBuilder Investing offers risk-based, actively managed portfolios with tax harvesting, global diversification, rebalancing and reallocation, paperless account opening, auto deposits and transfers, no fees to buy and sell securities, portfolio rebalancing, 401k/403B investment advice and trading through RetirementBuilder service, and dedicated account representatives.

Financial PlanningPortfolio Management for Individuals and Small BusinessesEducational Seminars and Workshops
Firm areas of expertise
Tactical InvestingFee-based AdvicePortfolio ManagementTax HarvestingGlobal DiversificationRebalancing401k/403B AdviceRisk ManagementAsset Allocation

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
8
Offices listed on AdvisorFinder:
3
Main office:
Sarasota, FL
SEC file number:
801-110363

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 3, 2026

View full firm profile

Other advisors at MRA Advisory Group

7 other advisors in the directory

View MRA Advisory Group firm profile

Similar advisors in Sarasota, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph A Verile has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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