Steven
Aquino

Founders Financial Securities LLC

CRD#3250909
Investment Advisor
in Westminster, MD

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About this Advisor

Steven Aquino is a financial advisor based in Westminster, Maryland, working with Founders Financial Securities LLC. Steven has previously held positions at Aquino Financial Group, Founders Financial Securities, LLC, and Lincoln Financial Advisors. Steven has passed the Series 66 regulatory exam and is registered to provide services in Maryland and Texas. Currently, Steven is part of Founders Financial Securities LLC, which operates out of Westminster, Maryland. The firm has 65 offices and 137 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Founders Financial Securities LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

63 East Main St Suite 102
Westminster, MD 21157

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Founders Financial Securities LLC Brokerage Details

Total Assets Under Management

$2,908,968,688

MD Average: $6,889,882,315
Total Number of Employees

137

MD Average: 45
Total Number of Accounts

18,269

MD Average: 765
Average Account Size

$159,230

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Steven Aquino Work History

2009 - Present (16 years)

Founders Financial Securities, LLC

2002 - Present (23 years)

Lincoln Financial Advisors

1998 - Present (27 years)

Aquino Financial Group

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Disclosures

Please visit the SEC profile of Steven Aquino 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 Founders Financial Securities, LLC

Heather Aeschliman
Brighton, MI
Andrew Lambertson
Modesto, CA
Lisa Spitler
Brighton, MI
Andrew Douglas
Newark, DE
Manuel Goulart
San Ramon, CA
David Ryan
De Soto, MO
Joseph Krcma
Towson, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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