AZ
AZ

Aaron Louis Zises

13 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
2,790 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$12.1B

Fee Structure

Loading...

Location

2200 Atlantic Street, Suite 200, Stamford, CT, 06902

Get directions

History

Regulatory History
Clean regulatory record

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

Aaron is a Principal with NewEdge Wealth, spending about half his time there. He is also a Trustee, Vice President, and Chair of the Nominating Committee for the Jewish Communal Fund, dedicating minimal time to this role.

Employment History
Current Registrations
New Edge Wealth
April 2023 - Present · 2 yrs 10 mos
Newedge Securities, LLCBroker
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Hightower Advisors, LLC
December 2018 - January 2023 · 4 yrs 1 mo
Hightower Securities, LLCBroker
December 2018 - January 2023 · 4 yrs 1 mo
U.S. Bancorp Investments, INC.
November 2015 - January 2019 · 3 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
January 2015 - January 2019 · 4 yrs
Family Management Securities, LLCBroker
June 2013 - January 2015 · 1 yr 7 mos
Family Management Securities, LLCBroker
May 2006 - July 2007 · 1 yr 2 mos
State Registrations8 states
CACTFLMAMSNJNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.