MA
MA

Mary Acito

20 Years of Experience
Palm Beach Gardens, FL
Broker

Mary Acito is a registered investment advisor at Wells Fargo Advisors, based in Palm Beach Gardens, FL, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3825 Pga Boulevard, Ste 601, Palm Beach Gardens, FL, 33410

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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 Activities

Mary is a notary public in Boca Raton, FL, starting in April 2022. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Wells Fargo Advisors
December 2023 - Present · 2 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Morgan StanleyBroker
May 2023 - August 2023 · 3 mos
Morgan Stanley
May 2023 - August 2023 · 3 mos
Fidelity Personal and Workplace Advisors
September 2022 - May 2023 · 8 mos
Fidelity Brokerage Services LLCBroker
August 2022 - May 2023 · 9 mos
Morgan Stanley
November 2016 - June 2022 · 5 yrs 7 mos
Morgan StanleyBroker
November 2016 - June 2022 · 5 yrs 7 mos
Wells Fargo Advisors, LLC
August 2013 - November 2016 · 3 yrs 3 mos
Wells Fargo Advisors, LLCBroker
July 2013 - November 2016 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - July 2013 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - July 2013 · 3 yrs 9 mos
Banc of America Investment Services, INC.
December 2008 - October 2009 · 10 mos
Banc of America Investment Services, INC.Broker
December 2005 - October 2009 · 3 yrs 10 mos
PNC InvestmentsBroker
August 2004 - August 2005 · 1 yr
Quick & Reilly, INC.Broker
July 2004 - August 2004 · 1 mo
State Registrations2 states
FLNJ
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.
Mary Acito - Financial Advisor | TrueAdvisor