Augusto Puente
Augusto Puente is a registered investment advisor at Park Avenue Securities LLC, based in Tampa, FL, with 13 years of industry experience. Augusto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
4200 W Cypress Street, Suite 700, Tampa, FL, 33607
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2013Other Business Activities
Augusto is a trustee on a will since 2020, requiring minimal time. He also works as a house model for photo and video shoots since December 2024, dedicating a few hours per week.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
State Registrations28 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.