Aaron Starr, financial advisor Bellevue WA

Aaron Starr

CRD Number: 7476709
Current Firm: Sophos Wealth Management

Aaron Starr (CRD# 7476709) is an Investment Advisor Representative working at Sophos Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Starr And Leaf Cpa Group Pllc (formerly Aaron Starr Cpa Pllc) Kent, WA Nov 2018 - Current 3
Steven A Finley Cpa Pllc Milton, WA Jun 2018 - Apr 2019 < 1
Physicians Of Southwest Washington Olympia, WA Jun 2017 - Mar 2018 < 1
Northwest Regional Primary Care Association Seattle, WA Jun 2016 - Jun 2017 1
Transitional Resources Mental Health Center Seattle, WA May 2015 - Dec 2016 1
Washington Health Alliance Seattle, WA Jul 2015 - May 2016 < 1
Cordova Healthcare Solution Auburn, WA Apr 2015 - Jul 2015 < 1
University Of Washington Seattle, WA May 2014 - Apr 2015 < 1
Sunovion Pharmaceuticals Marlborough, MA Nov 2010 - May 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2021
Contact Info for Aaron Starr
Phone Number: 425-954-6365
Registered State(s):
  • WA
Current Firm Details
Sophos Wealth Management
Firm's CRD Number: 313667
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $100,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

WA

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