# MAGGI INVESTMENT SERVICES, LLC

MAGGI INVESTMENT SERVICES, LLC of OLDMAR, FL is an SEC-registered investment adviser.

## Registration

- CRD: 156856
- Type: SEC-registered investment adviser
- SEC file number: 801-136550
- Location: 3895 TAMPA ROAD, OLDMAR, FL, 34677
- Phone: 727-799-1701
- Latest filing: 2026-07-21
- Regulatory AUM: $154.0M
- Discretionary AUM: $154.0M
- Clients: 3
- Accounts: 515

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Tami Jean Lucius | TRUSTEE | — |
| Christopher Robert Maggi | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER; CO-OWNER | — |
| Robert A Maggi | CO-OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/156856/brochure
- Similar advisers: https://search.stillhousedata.com/firm/156856/similar
- Related entities: https://search.stillhousedata.com/firm/156856/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/156856

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.