Maria Agosto
Maria Agosto is a registered investment advisor at Osaic Wealth, INC., based in San Juan, PR, with 24 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
317 Villa Nevares, Carr. 21, San Juan, PR, 00927-5310
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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
Maria is an insurance agent with CFS of Puerto Rico since 2019, selling various insurance products including accident and health, disability, annuities, life, and property & casualty insurance. This takes about a quarter of her time, with about half of that time during trading hours.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Kovack Advisors, INC.
Kovack Securities INC.Broker
Walnut Street Securities, INC.Broker
Lincoln Financial Securities CorporationBroker
Jefferson Pilot Securities CorporationBroker
Washington Square Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
Chubb Securities CorporationBroker
State Registrations10 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.