Axel Agami contreras
Investment adviser representative at Antolino Wealth Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
Are you Axel Agami contreras? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Antolino Wealth AdvisorsJun 2025 to now
- Aa Financial Advisors, LLCJun 2025 to now
- Kestra Advisory Services LLCMay 2020 to now
- Antolino & AssociatesFeb 2020 to now
- Full-time EducationAug 2014 to May 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Antolino Wealth Advisors
Legal name: Aa Financial Advisors, LLC
$1.4BAssets managed
968Clients
12Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7260333
- Firm CRD
- 119829