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Marco Antonio Moreno

BAJA WEALTH ADVISORS LLC·NEW YORK, New York
Unclaimed Profile
335 MADISON AVENUE, 23RD FLOOR, NEW YORK, NY 10017CRD# 6852970Firm CRD# 289592
01

About

Marco Antonio Moreno is a registered financial advisor based in NEW YORK, New York, affiliated with BAJA WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BAJA WEALTH ADVISORS LLC
BAJA WEALTH ADVISORS LLC
AUM
$73M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BAJA WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6852970
Firm CRD# 289592
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marco Antonio Moreno offer?
Marco Antonio Moreno specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NEW YORK, New York for a consultation.
What are Marco Antonio Moreno's credentials?
Marco Antonio Moreno is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marco Antonio Moreno located?
Marco Antonio Moreno is based in NEW YORK, New York, working with BAJA WEALTH ADVISORS LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Marco Antonio Moreno charge for services?
Marco Antonio Moreno's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BAJA WEALTH ADVISORS LLC?
BAJA WEALTH ADVISORS LLC has approximately 6 employees and manages $73M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BAJA WEALTH ADVISORS LLC

Marco A Moreno Garcia
NEW YORK, NY
Domingo Javier Moreno
NEW YORK, NY

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