Maureen Pennington aguirre
Investment adviser representative at Evolution Wealth Advisors, LLC
14 yearsExperience
2 statesRegistered in
$2BFirm assets
9 yearsFirm in business
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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.
- Portfolio management
Experience
14 years in the industry.
- Evolution Wealth Advisors, LLCDec 2025 to now
- QuikdataAug 2025 to Dec 2025
- Zicklin School of Business At Baruch CollegeAug 2023 to May 2025
- Mpr StrategiesJan 2012 to Aug 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Evolution Wealth Advisors, LLC
$2BAssets managed
380Clients
8Advisers
9 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
- 8214615
- Firm CRD
- 285142