Arturo
Don Duasso
Bayshore Wealth Advisors
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About this Advisor
Arturo Don Duasso is a certified financial planner who works out of Miami, Florida with a total of 3 years of relevant experience. Don Duasso is an employee of Bayshore Wealth Advisors. Over the course of their career, Don Duasso has held roles at Wells Fargo Clearing Services, LLC, Florida International University, Wells Fargo Bank Na, Citigroup and Bayshore Wealth Advisors. Don Duasso maintains a Series 63 license, designating them as a securities broker, and is registered to work in Florida. Bayshore Wealth Advisors is a financial advisory company that has its headquarters in Miami, FL. It controls $518 million in total assets across its 388 customer accounts, placing it among the bigger firms in the United States by assets under management. Of its 388 client accounts, 77% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company provides a number of services, including portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors vary depending on the type of services offered. However, fees charged by Bayshore Wealth Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bayshore Wealth Advisors Brokerage Details
$518,336,291
4
388
$1,335,918
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Arturo Don Duasso Work History
Arturo has been registered as a financial advisor for 3 years.*
Bayshore Wealth Advisors
Citigroup
Wells Fargo Clearing Services, LLC
Florida International University
Wells Fargo Bank Na
Florida International University
*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 Arturo Don Duasso 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 Bayshore Wealth Advisors
Miami, FL
Miami, FL
Miami, FL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.