Aaron Das, financial advisor Apharetta GA

Aaron Das

CRD Number: 5933110
Current Firm: Kingsview Wealth Management, LLC

Aaron Das (CRD# 5933110) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Apharetta, GA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Kingsview Wealth Management Alpharetta, GA Sep 2020 - Current 3
Wells Fargo Clearing Services, LLC Woodstock, GA Nov 2016 - Sep 2020 3
Wells Fargo Advisors LLC Woodstock, GA Jun 2011 - Nov 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Aaron Das
Phone Number: 312-870-6701
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    3,584
    MILLIONS
  • Total Number of Accounts
    13,829
    ACCOUNTS
  • Average Account Value
    $259,175
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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