Aaron Aronoff, financial advisor Jericho NY
93 score

Aaron Aronoff

CRD Number: 1978011
Current Firm: Ubs Financial Services Inc.

Aaron Aronoff (CRD# 1978011) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jericho, NY and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Jericho, NY Jul 2015 - Current 1
Ubs Financial Services Inc. Mitchel Field, NY Nov 2008 - Jul 2015 6
Morgan Stanley & Company, Incorporated Jericho, NY Apr 2007 - Nov 2008 1
Morgan Stanley Dw Inc. Jericho, NY Sep 2001 - Apr 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
Contact Info for Aaron Aronoff
Phone Number: 201-352-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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