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Arno Otto Mayer

Investment Adviser Representative at Financial Trust Asset Management Chartered

Delray Beach, FLCRD #1473484Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
39 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Arno Otto Mayer is an investment adviser representative with Financial Trust Asset Management Chartered in Delray Beach, FL, where they have been registered since 1995. They have worked in the securities industry since 1987 and were previously registered with Steinberg Global Asset Management Ltd. They have passed 3 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Florida and Louisiana.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Louisiana

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 6/28/1991
Series 7
General Securities Representative Examination
Passed 4/19/1986
Series 24
General Securities Principal Examination
Passed 3/9/1992

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Financial Trust Asset Management CharteredCurrent
9/25/1995 – Delray Beach, FL
Steinberg Global Asset Management Ltd
8/5/2002 – 9/29/2004Boca Raton, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Financial Trust Asset Management Chartered
    Mar 1995 – Jul 2023Boca Raton, FL
  2. Infinity Technology Partners, LLC
    Jan 2014 – Dec 2016Boca Raton, FL
  3. Financial Trust Research Partners
    May 2014 – no end date reportedBoca Raton, FL
  4. Financial Trust Asset Management Chartered
    Jul 2023 – Feb 2025Boca Raton, FL
  5. Financial Trust Asset Management Chartered
    Feb 2025 – no end date reportedBoca Raton, FL
  6. Ft Insurance Services, LLC
    Jul 2025 – no end date reportedBoca Raton, FL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Financial Trust Asset Management Chartered

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$1,000,000 (waivable)
Estimated blended rate
0.0125
Firm's annual rate schedule by assets
  • First $2,000,0001.25%
  • $2,000,000 to $5,000,0001.00%
  • Over $5,000,0000.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment management, financial and retirement planning, integrated tax planning, asset allocation models, proprietary investment strategies, and outsource chief investment officer services.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension Consulting
Firm areas of expertise
Investment ManagementFinancial PlanningRetirement PlanningTax PlanningAsset AllocationProprietary Investment StrategiesOutsource CIOSeparate AccountsManaged AccountsManaged ETF Strategies

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
4
Offices listed on AdvisorFinder:
1
Main office:
Boca Raton, FL
SEC file number:
801-132258

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 3, 2026

View full firm profile

Other advisors at Financial Trust Asset Management Chartered

3 other advisors in the directory

View Financial Trust Asset Management Chartered firm profile

Similar advisors in Delray Beach, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Arno Otto Mayer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Arno Otto Mayer (Financial Trust Asset Management Chartered)