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MA

Marcos Antonio Acevedo Jr

Investment Adviser Representative at OSAIC WEALTH, INC.

Bunnell, FLCRD #2836509Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
States Registered
1 states
Exams Passed
5

Professional summary

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

Marcos Antonio Acevedo has worked in the securities industry since 1997. They have passed the Series 79, 65, 63, and 7 examinations. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Florida
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/22/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 1/20/1997
Series 79
Investment Banking Registered Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/3/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $5,500

Firm-stated minimum; may be waived at the firm's discretion.

Source

Osaic Wealth, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OSAIC WEALTH, INC.Current
6/14/2024Bunnell, FL
SECURITIES AMERICA ADVISORS, INC.
7/17/20206/14/2024Bunnell, FL
INVESTACORP ADVISORY SERVICES INC
4/3/20007/17/2020Palm Coast, FL

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Marcos Antonio Acevedo Jr 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.

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Marcos Antonio Acevedo Jr - Financial Advisor in Bunnell, FL | AdvisorFinder