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Paulo M Aguilar

Arkadios Wealth Advisors

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About Paulo M Aguilar

Paulo M. Aguilar is a financial advisor with over 11 years of experience in the industry. Paulo is currently registered with Arkadios Wealth Advisors. Paulo has held previous roles at Foreside Fund Services, LLC, Inland Securities Corporation, Bluerock Capital Markets LLC, Realty Capital Securities, LLC, and MetLife Securities Inc. Paulo is licensed to provide investment advice in 14 states. Paulo specializes in providing financial planning and portfolio management for both individuals and businesses. Paulo is also a partner at Wealthstone Group and provides real estate consulting services.

Firm Information

Paulo Aguilar is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paulo Aguilar’s Registration & Firm History

NJ

05/06/2024 - Present

Arkadios Wealth Advisors (Saddle Brook NJ)

ME

06/24/2022 - 11/28/2023

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

IL

05/15/2017 - 05/16/2022

INLAND SECURITIES CORPORATION (OAK BROOK IL)

NY

08/10/2016 - 05/15/2017

BLUEROCK CAPITAL MARKETS LLC (New York NY)

NY

06/12/2012 - 12/09/2015

REALTY CAPITAL SECURITIES, LLC (NEW YORK NY)

NY

02/17/2011 - 02/13/2012

METLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/03/2024

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/18/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paulo M Aguilar.
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