Aalon Rose
Aalon Rose is a registered investment advisor at First American Asset Advisory, LLC, based in Garden City, NY, with 21 years of industry experience. Aalon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 198 clients with $140M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
59 Hilton Avenue, Suite 101, Garden City, NY, 11530
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2023Employment Separation After Allegations
October 2014Other Business Activities
Aalon is an investment advisor (IA) with First American Asset Advisory, LLC and holds a Series 65 license. This activity is investment-related.
Employment History
Current Registrations
First American Asset Advisory, LLC
Morgan Wilshire Securities, INC.Broker
Previous Registrations
National Securities CorporationBroker
Ifs SecuritiesBroker
Morgan Wilshire Securities, INC.Broker
Commerce One Financial INC.Broker
State Registrations40 states
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