Jacksonville, Fla.-based Aegis Consulting has nearly doubled its client assets to almost $2 billion and has grown its adviser team from nine to 17, including its newest additions, Mark O’Sickey and Paul Solorzano.
This was announced by Commonwealth Financial Network, a national registered investment adviser firm, which added Aegis Consulting to its network of affiliated advisers 18 months ago in 2023. Commonwealth Financial Network, which is dedicated to providing financial advisers with holistic, integrated business solutions, has headquarters in Waltham, Mass., and San Diego.
Like most of the Aegis team, O’Sickey and Solorzano were formerly affiliated with Osaic and its predecessor, Lincoln Financial Advisors, for a combined 31 years. O’Sickey is based in Cleveland, and Solorzano is based in San Francisco. Together, they bring nearly $600 million in client assets to Aegis.
“We are committed to supporting fast-growing enterprises and are honored to now