Aidan Klein
Aidan Klein is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Latham, NY, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11 Sunset Drive, Latham, NY, 12110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aidan works for The Kelton Financial Group as support staff and is an assistant wedding planner for La Casa De Los Valencias. The wedding planner role takes minimal time and is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Beyond Wealth Management Group, LLC
State Registrations1 state
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