Francisco Antonio Aguilera

Employer firm

Aviance Capital Partners LLC CRD 146597

$1.13B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 12/2015 → 04/2018
  Fidelity Investments
  Altamonte Springs, FL
• 05/2018 → 04/2022
  Fidelity Investments
  Altamonte Springs, FL
• 05/2022 → 04/2024
  Fidelity Investments
  Altamonte Springs, FL
• 05/2024 → Present
  Aviance Capital Partners
  Orlando, FL

Previous Registrations

• 2018-07-13 → 2024-04-15
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Altamonte Springs, FL
• 2013-11-26 → 2018-07-13
  Strategic Advisers Llc
  Washington, DC
  Ft. Lauderdale, FL
  Altamonte Springs, FL

Exams

• S66 Uniform Combined State Law Examination
  2013-10-22
• S63 Uniform Securities Agent State Law Examination
  2012-04-23

Designations

• Certified Financial Planner
• Chartered Financial Analyst