Adam Aulestia (CRD# 4545056) is an Investment Advisor Representative working at Aulestia Ventures in Naples, FL and has over 21 years of experience in the finance industry. Adam Aulestia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5167067
Advanced Investment Management LLC
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 6873629
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aulestia Wealth Management, Inc. | Annapolis, MD | May 2019 - Current | 4 |
| Aulestia Wealth Management, Inc. | Annapolis, MD | Sep 2009 - Current | 14 |
| Lpl Financial LLC | Annapolis, MD | Sep 2009 - May 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
- FL
- MD
-
Total Assets Under Management102MILLIONS
-
Total Number of Accounts120ACCOUNTS
-
Average Account Value$850,285
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, MD
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