Investment adviser representative · Ascent Wealth Management Group, LLC
Oscar Pina
CRD 1528635 · Coral Gables, FL
At a glance
Oscar Pina is an investment adviser representative with Ascent Wealth Management Group, LLC in Coral Gables, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Oscar’s SEC record dates to 2001, about 25 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Ascent Wealth Management Group, LLCSince May 2023Coral Gables, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Oscar’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.