FA
CFP
FA
CFP

Frank Acosta

39 Years of Experience
Miami, FL
BrokerSells Insurance

Frank Acosta is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Miami, FL, with 39 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

8000 NW 7th St Ste 202, Miami, FL, 33126

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Frank co-owns rental properties with Lisa Acosta and is involved in several insurance-related businesses, including Abacoa Insurance Group Inc. and Acosta Insurance Group, where he sells fixed insurance products; these activities take about half of Frank's time. He also dedicates minimal time to real estate holding companies Acosta & Turian LLC and Acosta 82, LLC.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
May 2021 - Present · 5 yrs 2 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Voya Financial Advisors, INC.
November 1997 - June 2021 · 23 yrs 7 mos
Voya Financial Advisors, INC.Broker
November 1997 - June 2021 · 23 yrs 7 mos
Aig Equity Sales CORP.Broker
May 1995 - November 1997 · 2 yrs 6 mos
Vestax Securities CorporationBroker
February 1993 - December 1993 · 10 mos
Cigna Securities, INC.Broker
May 1983 - February 1991 · 7 yrs 9 mos
State Registrations41 states
AKALAZCACOCTDCDEFLGAHIIDILINLAMAMDMEMIMNMOMSMTNCNHNJNVNYOHOKORPAPRSCTNTXUTVAWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Frank Acosta - Financial Advisor | TrueAdvisor