Aaron SallenCRD Number: 4927878
Current Firm: Merion Road Capital Management LLC
Aaron Sallen (CRD# 4927878) is an Investment Advisor Representative working at Merion Road Capital Management LLC in Miami Shores, FL and has over 15 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
|Merion Road Capital Management LLC||Miami, FL||Dec 2017 - Current||3|
|None||New York, NY||Sep 2016 - Nov 2017||1|
|Napier Park Global Capital (formerly Citi Capital Advisors)||New York, NY||Sep 2012 - Aug 2016||3|
|The University Of Chicago Booth School Of Business||Chicago, IL||Sep 2010 - Jun 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2006|
|S65||NASAA Investment Advisors Law Examination||Nov 2017|
Total Assets Under Management15MILLIONS
Total Number of Accounts20ACCOUNTS
Average Account Value$745,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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