Mariano Pagano
Advisor at Puente Asesoramiento de Inversiones, LLC
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.
Advisor at Puente Asesoramiento de Inversiones, LLC
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.
Location
Miami, FL 33131
Credentials
Series 66
Industry experience
16 years
Mariano Pagano is a financial advisor at Puente Asesoramiento de Inversiones, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Santander Securities, LLC and Wells Fargo Clearing. Puente Asesoramiento de Inversiones LLC provides discretionary and non-discretionary asset and portfolio management and investment advice to institutions, corporations, and high-net-worth clients, utilizing third-party macroeconomic research and internal due diligence to construct diversified investment strategies. The firm is notable for its affiliation with a broker-dealer and the multiple registrations and outside business activities held by senior personnel.
Based on Puente Asesoramiento de Inversiones, LLC
0.10% to 2.00% annually, negotiable depending on asset value
Account minimum: $100,000
801 Brickell Avenue, Suite 2010
Miami, FL 33131
Florida
Puente Asesoramiento de Inversiones, LLC
2022 - Present (4 years)
Puente Servicios Financieros LLC
2022 - Present (4 years)
Unemployed
2022 - 2022 (1 year)
Santander Securities, LLC
2021 - 2022 (1 year)
Santander International Private Banking
2021 - 2022 (1 year)
Wells Fargo Clearing
2016 - 2021 (5 years)
Wells Fargo Advisors, LLC
2016 - 2016 (1 year)
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Is active or affiliated with:
Broker-dealer / trader
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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