Aaron Fiske is a registered investment advisor at Oppenheimer & CO. INC., based in Nashville, TN, with 10 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 39,036 clients with $37B 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 | 2.50% |
Maximum asset-based fees are up to 2.5% for the FAM program and up to 2.25% for the Preference program. Fees vary by program and are negotiable.
Fee Estimator
Location
1600 West End Avenue, Suite 1390, Nashville, TN, 37203
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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 the founder and CEO of Daddy, LLP, a lifestyle brand encompassing a clothing line, tequila brand, and charitable foundation. He dedicates a few hours per week to this venture, focusing on brand partnerships and product manufacturing.
Employment History
Current Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Previous Registrations
B. Riley Wealth Advisors, INC.
B Riley Wealth Management
B. Riley Wealth ManagementBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations25 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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