Aaron Sallen, financial advisor Miami Shores FL

Aaron Sallen

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Aaron J. Sallen
Phone Number: 312-972-7675
Registered State(s):
  • FL
  • PA
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $745,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, PA

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