Michael Acosta, financial advisor Charlotte NC

Michael Acosta

CRD Number: 6856204
Current Firm: Park Avenue Securities LLC

Michael Acosta (CRD# 6856204) is an Investment Advisor Representative working at Park Avenue Securities LLC in Charlotte, NC and has over 3 years of experience in the finance industry. Michael Acosta 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.

Similar Advisors
Scott Biedrycki, financial advisor Charlotte NC
Scott A. Biedrycki
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Don Stamas, financial advisor Charlotte NC
Don Stamas
CRD# 2867492
Defender Capital
Similar Advisors
Gianni Abballe, financial advisor Charlotte NC
Gianni T. Abballe
CRD# 5753288
Ubs Financial Services Inc.
Professional Designations
Company Name Location Dates Years
Park Avenue Securities, LLC Charlotte, NC Oct 2017 - Current 3
Guardian Life Insurance Co Of America Charlotte, NC Sep 2017 - Current 4
Diamonds Direct Charlotte, NC Sep 2014 - Current 7
Adhesion Wealth Advisor Solutions, Inc. Charlotte, NC Oct 2013 - Aug 2017 3
Odyssey Logistics & Technology Charlotte, NC May 2013 - Oct 2013 < 1
Unemployed Charlotte, NE Aug 2012 - May 2013 < 1
Upstate Pool Management Simpsonville, SC May 2012 - Aug 2012 < 1
Genco Pool's & Spa's Simpsonville, SC May 2010 - Aug 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2017
Contact Info for Michael R. Acosta
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • CO
  • FL
  • GA
  • IL
  • MD
  • MA
  • MI
  • NC
  • OH
  • PA
  • SC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    7,580
    MILLIONS
  • Total Number of Accounts
    39,245
    ACCOUNTS
  • Average Account Value
    $193,157
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.