Michael
Aguado
Pensionmark Financial Group, LLC
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About this Advisor
Michael Aguado is a financial advisor operating out of San Ramon, California with a total of 2 years of industry experience. Aguado is on the advisory team at Pensionmark Financial Group, LLC. Their career trajectory has included roles at New England Securities, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Pensionmark Securities, Pensionmark Financial Group and Lincoln Financial Advisors. Aguado has Series 63 and Series 66 licenses, designating them as a securities representative, and is able to operate in California. Pensionmark Financial Group, LLC is an advisory company based in Santa Barbara, CA. The firm has offices in 59 locations and a total of 244 advisors. It manages $27 billion in total assets between its 7,380 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 142 charitable organizations. Of its 7,380 client accounts, just 4% are associated with high-net-worth clients who have more than $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically depend on the type of financial services offered. Fees billed by Pensionmark Financial Group, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Aguado Work History
Michael has been registered as a financial advisor for 2 years.*
Pensionmark Securities
Pensionmark Financial Group
Mml Investors Services, LLC
Lincoln Financial Advisors
Massachusetts Mutual Life Insurance Company
Metlife Securities Inc
New England Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Aguado to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pensionmark Financial Group, LLC
San Mateo, CA
Saint Petersburg, FL
San Antonio, TX
South Burlington, VT
Santa Barbara, CA
Los Angeles, CA
Fort Mill, SC
Brentwood, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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