Aquilino Mayo
Aquilino Mayo is a registered investment advisor at Osaic Wealth, INC., based in Fort Lauderdale, FL, with 22 years of industry experience. Aquilino 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
5310 NW 33 Ave., Suite 206, Fort Lauderdale, FL, 33309
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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
Aquilino is the President of Mayo Vera Financial Group LLC, where he sells fixed life, health, fixed annuities, and disability insurance, taking about half of his time. He is also an agent at Creative Financial Network, selling life and health insurance, also taking about half of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Invest Financial Corporation
Invest Financial CorporationBroker
Intersecurities, INC.
Intersecurities, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Pruco Securities, LLC.Broker
State Registrations3 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.