Marcos Antonio Acevedo

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2002 → 07/2020
  Investacorp Advisory Services, Inc.
  Miami Lakes, FL
• 11/1997 → 07/2020
  Investacorp, Inc.
  Palm Coast, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Bunnell, FL
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Bunnell, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Bunnell, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Bunnell, FL

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Palm Coast, FL
  Bunnell, FL
• 2000-04-03 → 2020-07-17
  Investacorp Advisory Services Inc
  Palm Coast, FL
  Palm Coast, FL
  Palm Coast, FL

Other Businesses

1. N/A POSITION: agent NATURE: insurance agent for life, health and variable annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/19/1997 ADDRESS: 990 county road 302, bunnell FL 32110, United States DESCRIPTION: licensed agent in Florida for life, health and variable annuities 2. ACE FINANCIAL ADVISORS INC POSITION: president NATURE: S corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2003 ADDRESS: 990 county road 302, bunnell FL 32110, United States DESCRIPTION: president of s corporation

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1997-01-20

Other Names

• Marcos Acevedo
• Mark A. Acevedo