Aaron Sallen (CRD# 4927878) is an Investment Advisor Representative working at Merion Road Capital Management LLC in Miami Shores, FL and has over 17 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merion Road Capital Management LLC | Miami, FL | Dec 2017 - Current | 6 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2006 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- FL
- PA
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts38ACCOUNTS
-
Average Account Value$620,947
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, PA
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