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Paulo M Aguilar

Advisor at Arkadios Wealth Advisors — Saddle Brook, NJ

Updated today

Credentials

Series 66, Series 65

Experience

14 years

Location

Saddle Brook, NJ 07663

Arkadios Wealth Advisors logo

Arkadios Wealth Advisors

Multi-team

Total advisors

216

Across 103 offices

Clients per advisor

66 Typical

Avg AUM per client

$516,266 Typical

HNW client ratio

5% Very Low

About

Paulo Aguilar is a financial advisor at Arkadios Wealth Advisors with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Inland Securities Corporation and Bluerock Capital Markets. Outside of his advisory role, he is a partner at Wealthstone Group, providing real estate consulting services related to market trends, investment analysis, and portfolio management. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans with customized investment plans delivered through various managed accounts and third-party managers. The firm uses a combination of fundamental, technical, and cyclical investment analysis and offers integration of alternative assets and consolidated reporting.

Client services

Based on Arkadios Wealth Advisors

Financial planning Portfolio management Pension consulting

Expertise

Based on Arkadios Wealth Advisors

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Arkadios Wealth Advisors

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning fixed fees range from $250 to $15,000.

Percentage

$0 - $250,000: 2.00% (Crest Accounts) $250,001 - $500,000: 1.75% (Crest Accounts) $500,001+: 1.50% (Crest Accounts) $0 - $250,000: 2.25% (Third Party Money Manager Accounts) $250,001 - $500,000: 2.00% (Third Party Money Manager Accounts) $500,001+: 1.75% (Third Party Money Manager Accounts)

Project-based

Financial planning hourly rates range from $50 to $500 per hour depending on complexity.

Subscriptions

Monthly billing fee ranging from $1.95 to $5.95 to cover billing technology costs.

Other

Account minimum: $10,000 Minimum fee: Clients at NFS will be charged a minimum fee of $10.42 monthly (not in addition to asset-based fees). Minimum yearly fee up to $125 for third-party money manager accounts. Fee-only: Financial planning fees: fixed fees ranging from $250 to $15,000, or hourly rates from $50 to $500 per hour.

Location

See office

Saddle Brook, NJ

Park 80 West Plaza, Suite 200

Saddle Brook NJ 07663

Advisors at this office

1

Most active in

New Jersey · Texas

Work history

14 years of industry experience

Arkadios Capital

2024 - Present • 2 years

Atlanta, GA

Revitate, LLC

2022 - 2023 • 1 year

Midland Park, NJ

Foreside Fund Services, LLC

2022 - 2023 • 1 year

Midland Park, NJ

Inland Securities Corporation

2017 - 2022 • 5 years

Oak Brook, IL

Bluerock Capital Markets, LLC

2016 - 2017 • 1 year

New York, NY

Disclosures

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

Business activities & affiliations

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Cyrus E

Series 65

Glen Ridge, NJ

Eslami & Co. Wealth Management, LLC

Cyrus Eslami is the principal advisor at Eslami & Co. Wealth Management, LLC in Glen Ridge, NJ. He holds a Series 65 credential and has one year of industry experience. Prior to founding his firm, he worked at Betterment and has founded Warmer Holdings, where he serves as a founding engineer developing AI-powered software for financial advisor workflows. He also engages in independent development of automated trading strategies for US futures markets. Eslami & Co. Wealth Management provides fee-only investment management and financial planning services to individuals and high-net-worth clients. The firm combines diversified asset allocation with quantitative strategies and targeted alternative exposures, employing third-party Sub-Advisors for specialized mandates and maintaining a technology-driven approach distinct within the independent advisory sector.

Tax-loss harvesting Income planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance

Robert T

CFP®, Series 7, Series 63

Saddlebrook, NJ

Stirlingshire Investments

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

Options & derivatives strategies Active portfolio management Private / alternative investments Roth conversion strategy
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Daniel D

Series 63, Series 65, Series 7, Series 24

New York, NY

Stirlingshire Investments

Daniel Drahos is a financial advisor with Stirlingshire Investments, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Monmouth Capital Management, Worden Capital Management LLC, and Aegis Capital Corp. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a range of investment approaches, including quantitative, fundamental, technical, and modern portfolio theory, and offers access to various investment types such as mutual funds, ETFs, fixed income, REITs, private placements, and alternative vehicles.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities

Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)
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Michael C

Series 63, Series 65

New York, NY

Stirlingshire Investments

Michael Collesano is a financial advisor at Stirlingshire Investments with four years of industry experience. He holds Series 63 and Series 65 licenses and has a legal background as the president of Michael Collesano LLM PC, a New York State licensed attorney and real estate broker. He also owns NYC Property Expo Inc., a Manhattan residential real estate brokerage. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities across both non-high-net-worth and high-net-worth segments. The firm employs a diverse investment approach combining quantitative, fundamental, technical, and modern portfolio theory analyses, offering a range of investment types and model strategies through its Advyzon marketplace.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities HENRY (High Earners, Not Rich Yet) Established Professionals Retired Approaching retirement Mid-Career Professionals

Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support
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