Cristina Acosta, financial advisor Scottsdale AZ

Cristina Acosta

CRD Number: 2485377
Current Firm: Ae Wealth Management, LLC

Cristina Acosta (CRD# 2485377) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Scottsdale, AZ and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Money Wise Retirement Planning Scottsdale, AZ Aug 2021 - Current < 1
Ae Wealth Management, LLC Topeka, KS Oct 2018 - Current 3
Money Wise, LLC Scottsdale, AZ Jun 2018 - Current 3
Acosta Financial Services, Llc Dba Money Wise Scottsdale, AZ Oct 2008 - Current 13
Acosta Financial Services, LLC Scottsdale, AZ Oct 2008 - Current 13
Brookstone Capital Management Wheaton, IL Feb 2009 - Oct 2018 9
Center Street Securities, Inc. Scottsdale, AZ Jul 2013 - Jan 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2008
S63 Uniform Securities State Law Examination Oct 2013
Contact Info for Cristina Acosta
Phone Number: 866-363-9595
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    19,640
    MILLIONS
  • Total Number of Accounts
    142,130
    ACCOUNTS
  • Average Account Value
    $138,184
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
  • 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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