Investment Advisory Group LLC

CRD 109445 · Sarasota, FL · $1.2B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 109445
SEC number: 801-56937
Firm type: RIA
Assets under management: $1.2B as of Feb 5, 2026
Website: www.maritimewealthadvisors.com ↗
Phone: 781-826-1235
Address: 1343 Main Street, Sarasota, FL, 34236

Advisors at this firm

5 in our index · page 1 of 1

Theodore D CiolkoszCRD 4535957 · Hanover, MA

IA RegisteredBroker
George Arthur MccallCRD 1345796 · Sarasota, FL

IA RegisteredBroker
Paul William ReardonCRD 2149952 · Hanover, MA

IA RegisteredBroker
Jay Lipfert RichardsCRD 1689554 · Sarasota, FL

IA RegisteredBroker

Disclosure event(s) on record
Keith Wendell WhittCRD 5111717 · Hanover, MA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 109445 ↗ FINRA BrokerCheck record for firm CRD 109445 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.