Frank Acosta
Frank Acosta is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Miami, FL, with 40 years of industry experience. Frank is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8000 NW 7th St Ste 202, Miami, FL, 33126
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Regulatory History
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.
Learn about disclosures →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
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Aig Equity Sales CORP.Broker
Vestax Securities CorporationBroker
Cigna Securities, INC.Broker
State Registrations41 states
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
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