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Mauro Leos

9 Years of Experience
Weehawken, NJ

Mauro Leos is a registered investment advisor at Next Pronto Capital Advisors, based in Weehawken, NJ, with 9 years of industry experience. Mauro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.00%
$100K - $300K0.90%
$300K - $500K0.80%
$500K+0.70%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1100 Avenue at Port Imperial, Apt #327, Weehawken, NJ, 07086

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mauro is the founder and 100% owner of Next Pronto LLC, a financial planning firm, since 2018.

Employment History
Current Registrations
Next Pronto Capital Advisors
September 2021 - Present · 4 yrs 7 mos
Previous Registrations
Clsa Americas, LLC
January 2019 - December 2019 · 11 mos
Clsa Americas, LLCBroker
June 2017 - December 2019 · 2 yrs 6 mos
Citic Securities International USA, LLCBroker
March 2015 - June 2017 · 2 yrs 3 mos
Enclave Capital LLCBroker
October 2014 - February 2015 · 4 mos
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Mauro Leos - Financial Advisor | TrueAdvisor