Francisco Aguilera, financial advisor Altamonte Springs FL
90 score

Francisco Aguilera

CRD Number: 6024692
Current Firm: Strategic Advisers, Inc.

Francisco Aguilera (CRD# 6024692) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Altamonte Springs, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Jacksonville, FL Jan 2012 - Current 4
Wells Fargo Bank Delray Beach, FL Sep 2011 - Jan 2012 < 1
Vilarino Plaza Inc. Hollywood, FL Jan 2002 - Jan 2012 10
Florida Atlantic University Boca Raton, FL Jan 2010 - Dec 2011 1
University Of Florida Gainesville, FL Aug 2004 - Dec 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Francisco A. Aguilera
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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