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Aryeh Moses Mentzel

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
3,051 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$5.6B

Fee Structure

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Location

365 W Passaic Street, Suite 227, Rochelle Park, NJ, 07662

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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.

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Other Business Activities

Aryeh is a Managing Partner at Carbon Wealth Management, offering investment advisory services, dedicating full-time hours. He also serves as a Board member/Treasurer for East Hill Synagogue, spending a few hours per week on organizational planning and legal obligations.

Employment History
Current Registrations
Mariner Independent
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Gladstone Wealth Partners
January 2022 - May 2023 · 1 yr 4 mos
LPL Financial LLCBroker
November 2021 - May 2023 · 1 yr 6 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.