Abraham Perez, financial advisor Bellevue WA

Abraham Perez

CRD Number: 6222558
Current Firm: Ae Wealth Management, LLC

Abraham Perez (CRD# 6222558) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Bellevue, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ae Wealth Management, LLC Topeka, KS Nov 2016 - Current 5
Becker Retirement Group Bellevue, WA Oct 2013 - Current 8
Natural Concept Landscapes Snohomish, WA Jun 2013 - Sep 2013 < 1
Arizona State University Tempe, AZ Aug 2009 - May 2013 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2016
Contact Info for Abraham S. Perez
Phone Number: 866-363-9595
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    12,637
    MILLIONS
  • Total Number of Accounts
    103,801
    ACCOUNTS
  • Average Account Value
    $121,744
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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