Ernesto
Aguilar
Broadway Wealth Solutions
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About this Advisor
Ernesto Aguilar is a financial advisor operating in San Antonio, Texas. Aguilar currently works for Broadway Wealth Solutions. The advisor has gained experience at Chase Investment Services LLC, J.P. Morgan Securities LLC, Cuso Financial Services, Lp, Bbva Wealth Solutions, Inc, Cuna Brokerage Services, Inc, Broadway Wealth Solutions, Massachusetts Mutual Life Insurance Co, Jpmorgan Chase Bank, N.A, Broadway Wealth Solutions Inc and Swbc Investment Services LLC. Aguilar maintains Series 66 and Series 63 licenses, certifying them as a securities representative, and is approved to advise clients in Texas. Broadway Wealth Solutions is a firm that has its headquarters in San Antonio, TX. The company has offices in 27 locations and a total of 10 employees. It manages $148 million in assets under management across its 929 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 929 accounts, just 4% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees vary depending on the financial services. However, fee types charged by Broadway Wealth Solutions typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Broadway Wealth Solutions Brokerage Details
$148,101,435
10
929
$159,420
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Ernesto Aguilar Work History
Ernesto has been registered as a financial advisor for 0 years.*
Broadway Wealth Solutions Inc
Broadway Wealth Solutions
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
Broadway Wealth Solutions
Bbva Wealth Solutions, Inc
Cuna Brokerage Services, Inc
Cuso Financial Services, Lp
Massachusetts Mutual Life Insurance Co
Swbc Investment Services LLC
Chase Investment Services LLC
J.P. Morgan Securities LLC
*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 Ernesto Aguilar 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 Broadway Wealth Solutions
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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