Adin Ocasio (CRD# 7711503) is an Investment Advisor Representative working at Savant Wealth Management in Saint Charles, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5569194
Amplify Investments LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Savant Wealth Management | Rockford, IL | Apr 2024 - Current | < 1 |
Savant Wealth Management | Rockford, IL | Jan 2023 - Apr 2024 | 1 |
Greater Chicago Transit | Des Plaines, IL | May 2019 - Jan 2023 | 3 |
Illinois State University | Normal, IL | Aug 2020 - Dec 2022 | 2 |
Vermillion Financial Advisors | South Barrington, IL | May 2021 - Aug 2022 | 1 |
Amazon | Wood Dale/chicago, IL | May 2020 - Jan 2021 | < 1 |
Wilbur Wright College | Chicago, IL | Aug 2018 - May 2020 | 1 |
United Parcel Service | Addison, IL | Oct 2018 - Mar 2019 | < 1 |
Mariano's | Des Plaines, IL | Nov 2017 - Aug 2018 | < 1 |
Maine West High School | Des Plaines, IL | Aug 2014 - May 2018 | 3 |
Fiesta Market | Mount Prospect, IL | Jun 2017 - Aug 2017 | < 1 |
Kmart | Des Plaines, IL | Nov 2016 - Mar 2017 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- IL
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Total Assets Under Management26,038MILLIONS
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Total Number of Accounts16,304ACCOUNTS
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Average Account Value$1,597,009
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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