Aron Pinson is a CFA-designated registered investment advisor at Equinum, LLC, based in Brooklyn, NY, with 20 years of industry experience. Aron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 194 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable. For robo-advisor services, Equinum charges an annual advisory fee of 0.40% on assets above $50,000. Clients utilizing the Betterment Advisor Services platform are subject to Betterment’s platform fee of 0.18%, in addition to any applicable Equinum advisory fees.
Fee Estimator
Location
3611 14th Avenue, Suite 221, Brooklyn, NY, 11218
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Aron owns PFS Trading Inc. and is the majority owner of Freeda Health LLC. He is also the owner of LPS Consulting & Servicing Inc. and a partner of Innovative Buyers LLC, dedicating minimal time to these activities.
Employment History
Current Registrations
Equinum, LLC
Previous Registrations
Lps Financial LLC
Sterne Agee Financial Services, INC.Broker
Synergy Investment Group, LLCBroker
Kensington Capital CORP.Broker
Synergy Investment Group, LLCBroker
Reuven Enterprises Securities Division, LLCBroker
Kovack Securities INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.