Aegis Consulting, a Jacksonville, Fla-based advisory firm, has nearly doubled its client assets to almost $2 billion and has increased its advisor team from nine to 17 in the 18 months since it joined the Commonwealth Financial Network in 2023.
Aegis Consulting’s newest additions are Mark O’Sickey and Paul Solorzano, CFP, according to a new release from Commonwealth Financial Network, a national firm that provides financial advisors with “holistic, integrated business solutions.”
“We are committed to supporting fast-growing enterprises and are honored to now include Aegis offices led by Mark O’Sickey and Paul Solorzano,” said Becca Hajjar, managing principal and chief business development officer. “When Aegis joined us last year, we were thrilled to start providing the enterprise-level support they sought to help fulfill their national growth strategy. Whether advisors want to join us directly or as part of an existing Commonwealth affiliate, we’re honored to help support their transition.”
As is the case with most of the Aegis team, O’Sickey and Solorzano were previously affiliated with Osaic and its predecessor, Lincoln Financial Advisors, for a total 31 years. O’Sickey is based in Cleveland, and Solorzano is based in San Francisco. The two brought nearly $600 million in client assets to Aegis.
Aegis Consulting serves more than 1,300 families with offices in Jacksonville, Orlando, Tampa, and Boynton Beach, Fla; Reston, Va.; Cleveland; San Diego and San Francisco.
