Isaiah Aponte
Advisor at Arete Wealth Advisors, LLC — Melville, NY
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
6 years
Location
Melville, NY 11747
Arete Wealth Advisors, LLC
Multi-team
Isaiah Aponte is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at National Securities Corporation and Arete Wealth Management LLC. Outside of his advisory work, he is also an independent insurance agent. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm emphasizes discretionary portfolio management supported by proprietary models, third-party managers, and regular account monitoring.
Based on Arete Wealth Advisors, LLC
Based on Arete Wealth Advisors, LLC
Flat fixed fees for financial planning services, negotiated between Advisor and Client
$0 - $249,000: 3.00% $250,000 - $749,999: 2.50% $750,000 - $1,499,999: 2.00% $1,500,000 - $4,999,999: 1.75% $5,000,000+: 1.50%
Arete Advisors may receive commissions from insurance sales through affiliated insurance agency
Hourly fees for financial planning services, negotiated between Advisor and Client
Performance-based fees or carried interest ranging from 5% to 20% on certain private funds as disclosed in offering documents
Account minimum: $50,000 (generally required initial minimum account balance, may be waived based on individual needs and complexity) Fee-only: Hourly fees and flat fixed fees for financial planning services, negotiated between Advisor and Client
Melville, NY
425 Broad Hollow Road, Ste 325
Melville NY 11747
Advisors at this office
25
New York
6 years of industry experience
Arete Wealth Advisors
2023 - Present • 3 years
Chicago, IL
Arete Wealth Management LLC
2022 - Present • 4 years
Chicago, IL
National Securities Corporation
2020 - 2022 • 2 years
Melville, NY
UnEMPLOYED
2018 - 2020 • 2 years
Brentwood, NY
General Quavitien Corporation
2016 - 2017 • 1 year
Bay Shore, NY
Caffe Catania
2013 - 2018 • 5 years
Copiague, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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