MP
MP

Mariano Pagano

16 Years of Experience
Miami, FL
Broker

Mariano Pagano is a registered investment advisor at Puente Asesoramiento De Inversiones, LLC, based in Miami, FL, with 16 years of industry experience. Mariano operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Puente Asesoramiento de Inversiones charges a percentage of the total assets in your account annually. The fee typically ranges from 0.10% to 2% of the value of your portfolio, depending on the amount you invest. All fees are negotiable.

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Location

801 Brickell Avenue, Suite 2010, Miami, FL, 33131

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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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Employment History
Current Registrations
Puente Asesoramiento De Inversiones, LLC
February 2023 - Present · 3 yrs 3 mos
Puente Servicios Financieros LLCBroker
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Santander Securities
July 2021 - June 2022 · 11 mos
Santander Securities LLCBroker
July 2021 - June 2022 · 11 mos
Wells Fargo Clearing Services, LLC
March 2016 - January 2021 · 4 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
March 2016 - January 2021 · 4 yrs 10 mos
UBS Financial Services INC.
January 2010 - March 2016 · 6 yrs 2 mos
UBS Financial Services INC.Broker
January 2010 - March 2016 · 6 yrs 2 mos
UBS International INC.
January 2009 - January 2010 · 1 yr
UBS International INC.Broker
September 2008 - January 2010 · 1 yr 4 mos
State Registrations12 states
AKCACTDEFLGAMTNCNYOKTXWY
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.