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Maureen Pennington Aguirre

Investment Adviser Representative at Evolution Wealth Advisors, LLC

New York, NYCRD #8214615Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
1

Professional summary

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

Maureen Pennington Aguirre is an investment adviser representative with Evolution Wealth Advisors, LLC in New York, NY, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida and New York.

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, New York

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

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/16/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Evolution Wealth Advisors, LLCCurrent
2/19/2026 – New York, NY

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. Evolution Wealth Advisors, LLC
    Dec 2025 – no end date reportedNew York, NY
  2. MPR Strategies
    Jan 2012 – Aug 2023Guatemala
  3. QuikData
    Aug 2025 – Dec 2025New York, NY
  4. Zicklin School of Business at Baruch College
    Aug 2023 – May 2025New York, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Evolution Wealth Advisors, LLC

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

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$1,000,000 (waivable)
Estimated blended rate
0.0125

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

Asset management (wrap-fee and non-wrap fee discretionary programs, and consulting/non-discretionary advisory services), account consolidation and reporting, global risk assessment, private equity investment opportunities, fee evaluation and quality control, guidance on client-specific investments, model portfolios, and family advisory services including multi-generational wealth planning, family protocol and succession planning, philanthropy advice, and coordination with tax advisors and lawyers.

Charitable GivingWealth Management
Firm areas of expertise
Asset ManagementFamily AdvisoryWealth ManagementMulti-generational Wealth PlanningPrivate EquityAccount ConsolidationSuccession PlanningPhilanthropyLatin American ClientsHigh Net WorthDiscretionary Portfolio Management+1 more

Client types the firm serves

High Net WorthPension/Profit SharingCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
8
Offices listed on AdvisorFinder:
1
Main office:
Aventura, FL
SEC file number:
801-111646

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

Form ADV data as of March 10, 2026

View full firm profile

Other advisors at Evolution Wealth Advisors, LLC

7 other advisors in the directory

View Evolution Wealth Advisors, LLC firm profile

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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. Maureen Pennington Aguirre 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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Maureen Pennington Aguirre (Evolution Wealth Advisors)