Anthony Evgenikos (CRD# 4315235) is an Investment Advisor Representative working at Aje Wealth Management, LLC in Saint Johns, FL and has over 23 years of experience in the finance industry. Anthony Evgenikos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sole Proprietor Dba Unicorn Racing Stable | St. Johns, FL | Dec 2018 - Current | 5 |
| Aje Wealth Management, LLC | St. Johns, FL | Dec 2012 - Current | 11 |
| Sole Proprietor | Butler, NJ | Jun 2002 - Mar 2021 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2010 |
- FL
- NJ
- NY
-
Total Assets Under Management63MILLIONS
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$421,073
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NJ, NY
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