MN
CFP · ChFC
MN
CFP · ChFC

Mario Najera

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
26 advisors
Number of Clients
923,777 clients
Average Client Portfolio
$61K average
Assets Under Management
$56.4B

Fee Structure

Minimum Investment:$10
Financial Planning:Included in AUM fee
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Location

450 West 33rd Street, Floor 11, New York, NY, 10001

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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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Employment History
Current Registrations
Betterment
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Spectrum Wealth Advisory Group, LLC
March 2023 - August 2023 · 5 mos
Allworth Financial, L.P.
December 2018 - December 2022 · 4 yrs
State Registrations3 states
CANYTX
Advisor
Exams
No exam information available for this advisor.