Aaron Mcgreevy is a registered investment advisor, based in Dublin, OH, with 18 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold.
Location
655 Metro Place South, Suite 300, Dublin, OH, 43017
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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
Aaron is an employee and registered investment advisor representative of Manning & Napier Advisors, LLC. He is also a board member of Simon Kenton Counsil-Souting BSA, a non-investment related activity requiring minimal time.
Employment History
Current Registrations
Manning & Napier Investor Services, INC.
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, INC.Broker
State Registrations3 states
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.
Exams
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