Antonio Batiste
About Antonio
Antonio Batiste is Avadim Financial’s principal owner. Mr. Batiste has spent most of his career on the frontlines of the retail sector of America, particularly the automotive field. From Advance Auto Parts, to Mercedes-Benz, to JD Power, Mr. Batiste spent nearly two decades training and developing customer service staff to better meet the needs of their clientele and families. In 2023, Mr. Batiste determined that, to be of better service to the working class of America, holistic solutions must be provided – not just customer service training. To date, Mr. Batiste has acquired and maintains the following securities licenses: Securities Industry Essentials (SIE), Series 6 (S6TO), Series 63; Series 65. In addition, Mr. Batiste is currently completing his Bachelor’s Degree in Religious Studies, which will enable him to be of greater service to his clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.25% |
Fees are negotiable for amounts over $500,000, but will be less than 1.25%.
Fee Estimator
Location
Mechanicsville, MD
Get directionsHistory
Regulatory History (1)
Judgment / Lien
April 2023Employment History
Current Registrations
Avadim: Financial, Limited Liability Company
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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