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Marcos Antonio Acevedo Jr.

Advisor at OSAIC — Bunnell, FL

Updated today

Credentials

Series 63, Series 65

Experience

29 years

Location

Bunnell, FL

OSAIC logo

OSAIC

Institution

Total advisors

7,847

Across 3,554 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Marcos Acevedo Jr. is a financial advisor at Osaic Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Investacorp Advisory Services, Inc. and Securities America Advisors, Inc. He is president of ACE Financial Advisors Inc., an S corporation. Osaic Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation and portfolio optimization.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Private / alternative investments

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range from $500 to $25,000, can exceed for high net worth clients.

Percentage

$0+: Up to 3% annually for Plan Participant Retirement Program $0 - Program minimum varies by investment product and manager: Advisory fees negotiable; examples include up to 1.50% annually on certain program annuities $0+: Advisory Representatives negotiate fees individually, ranging up to several percentage points depending on service and client

Commissions

Advisory Representatives receive commissions on securities and insurance product sales made through the affiliated broker-dealer.

Project-based

Hourly rates for financial planning and consulting services generally range from $50 to $750 per hour.

Other

Account minimum: $5,500 Minimum fee: No specific minimum fee amount disclosed; fees are negotiable and negotiated individually by Advisory Representatives. Fee-only: Financial planning and consulting services offered on hourly basis ($0 - $750/hour) or fixed fee basis (up to $25,000 or more for complex cases).

Location

See office

Bunnell, FL

Bunnell FL

Advisors at this office

1

Most active in

Florida

Work history

29 years of industry experience

OSAIC

2024 - Present • 2 years

Bunnell, FL

OSAIC

2024 - Present • 2 years

Bunnell, FL

Securities America Advisors, Inc.

2020 - 2024 • 4 years

Bunnell, FL

SECURITIES AMERICA, inc.

2020 - 2024 • 4 years

Bunnell, FL

Investacorp Advisory Services, Inc.

2002 - 2020 • 18 years

Miami Lakes, FL

Investacorp, Inc.

1997 - 2020 • 23 years

Palm Coast, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Orlando J

Series 66

Palm Coast, FL

Johnson Wealth Management, LLC

Orlando Johnson is the principal advisor of Johnson Wealth Management, LLC in Palm Coast, FL, holding a Series 66 designation and bringing 14 years of industry experience. He founded and serves as Senior Advisor to the Prosperity Seekers Investment Club, a local investment partnership established in 2002. Johnson Wealth Management serves individual investors, charitable organizations, and corporations with portfolio management, financial planning, and consulting services using tailored strategies that incorporate client objectives and risk tolerance. The firm offers both discretionary and non-discretionary portfolio management with ongoing monitoring and rebalancing.

Wealth management Cash flow / budgeting
user avatar

Neal A

Series 65

Palm Coast, FL

Albert Capital Management LLC

Neal Albert is a financial advisor at Albert Capital Management LLC in Palm Coast, FL, holding a Series 65 designation with five years of industry experience. He has worked with Albert Capital Management since 2021 and has previously held roles at Grabber Construction Products and Allied Building Materials. Albert Capital Management LLC provides non-discretionary financial planning, advisory consulting, and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation using diversified, low-cost mutual funds and ETFs, offers customized Investment Policy Statements, and conducts ongoing educational seminars.

General tax planning Wealth management Retirement income strategy Cash flow / budgeting
user avatar

Richard P

CFP®, Series 63

Ormond Beach, FL

Broadstreet Financial Advisers LLC

Richard Pankratz is a CFP® with 22 years of industry experience and has been the sole advisor at Broadstreet Financial Advisers LLC since 2005. He holds a Series 63 license and is based in Ormond Beach, Florida. Outside of his advisory role, he serves as the managing member of a family real estate holding company. Broadstreet Financial Advisers provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients. The firm manages approximately $97.5 million using a combination of fundamental, quantitative, technical, and cyclical analysis across equities, ETFs, fixed income, and mutual funds.

Wealth management Business succession planning Cash flow / budgeting
user avatar

Martin A

Series 65, Series 63

Palm Coast, FL

Baffin Advisors LLC

Martin Anidjar is the sole advisor at Baffin Advisors LLC, holding Series 65 and Series 63 credentials with 17 years of experience since founding the firm in 2009. He operates out of Palm Coast, Florida, providing investment advisory services exclusively to non-U.S. clients. Baffin Advisors LLC is an independent investment adviser specializing in discretionary portfolio management for high-net-worth individuals. The firm employs a medium-term global macro investment approach focused on emerging markets, using diversified allocations across multiple asset classes tailored to each client’s objectives and risk profile.

Wealth management Passive / index investing Active portfolio management Cross-border / expatriate tax planning HENRY (High Earners, Not Rich Yet)
user avatar

Philip H

Series 63, Series 65

Palm Coast, FL

FL Group, Inc.

Philip Hotz II is an investment advisor representative with FL Group, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. He has worked at FL Group, Inc. since 2023, with prior roles including Gradient Advisors, LLC and USFEDS. Hotz also serves as a Notary Public. FL Group, Inc. serves individual and high-net-worth clients by facilitating access to third-party money managers rather than directly managing client assets. The firm focuses on evaluating managers for suitability, assisting clients with onboarding, and monitoring performance, while investment discretion and trade execution remain with the selected managers.

Active portfolio management Wealth management
user avatar

Wade R

Series 66

Ormond Beach, FL

Storms & Rowdon Financial Services, Inc.

Wade Rowdon is a financial advisor with Storms & Rowdon Financial Services, Inc. He holds a Series 66 designation and has 26 years of industry experience. Prior to joining Storms & Rowdon in 2025, he worked at Stonex Advisors Inc. and Stonex Securities Inc. for a combined 10 years. Outside of his advisory role, he serves as a chaplain for the Daytona Tortugas minor league baseball team through the Baseball Chapel organization. Storms & Rowdon Financial Services offers discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension, and charitable accounts. The firm employs a primarily long-term investment approach, incorporating a mix of fundamental, technical, and charting analyses, and uses a wider range of instruments and third-party managers than many similarly sized firms.

Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement income strategy
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