Best Investors Account Sign in
Current Employers
Mutual Trust Asset Mgmt., Inc.

2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-26
  • FL RA
    APPROVED
    Since 2024-11-26

Branch Locations

2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

4739 Central Ave, St. Petersburg, FL 33713 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mutual Trust Co. Of America Securities Clearwater FL 10/1999 10/2024
Mutual Trust Asset Management, Inc. Clearwater FL 05/2008 Present
Calton & Associates, Inc. Tampa FL 10/2024 Present
  • 10/1999 → 10/2024
    Mutual Trust Co. Of America Securities
    Clearwater, FL
  • 05/2008 → Present
    Mutual Trust Asset Management, Inc.
    Clearwater, FL
  • 10/2024 → Present
    Calton & Associates, Inc.
    Tampa, FL
Previous Registrations
Other Businesses

1. US INTREGRITY INC; 3885 39th St South, ST PETERSBURG, FL 33711; PRESIDENT; LIFE AND ANNUITY SALES, ESTATE & RETIREMENT PLANNING, WILL SELL INDEX ANNUITIES IF APPROPRIATE FOR CLIENT; STARTED 12/1998 80 HRS A MONTH/80 HRS MONTH DURING SECURITY TRADING; SALES OF OR REFERRING CUSTOMERS TO OTHERS FOR SALE OF MEDICARE SUPPLEMENTS OR MEDICARE HMO'S.COMMISSIONS GENERATED OR SHARED. ONE HOUR PER MONTH; Ownership & Management of residential real estate 2. MTM, LLC; Non-Investment related; 3885 39th St S, St. Petersburg, FL 33711; Own and operate residential real estate rental; Owner/Sole Proprietor; Start Date: 12/29/2004; Hours/month: 2; Hours/month during securities trading hours: 0; Duties: Collect rents and arrange maintenance & repairs. 3. Marone Central Property, Inc; Non-investment related; 4739 Central Ave, St. Petersburg, FL 33713; Holding company for office condo that I use for advisory business; Owner/Sole Proprietor; Start Date: 10/01/2007; Hours/month: 1; Hours/month during securities trading hours: 1. 4. Kenneth Lake, LLC; Non-Investment related; Address: 4739 Central Avenue, St. Petersburg, FL 33713; Nature: Rental Real Estate; Position/Title/Relationship: Partner; Start Date: 3/16/2026; Hours/month: 0; Hours/month during securities trading hours: 0. Duties: No duties, hiring a professional property management.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-06-14
  • S63 Uniform Securities Agent State Law Examination
    1999-06-14
Designations
Other Names
  • Matthew Emil Marone

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor