Cole AaronsonCRD Number: 6381165
Current Firm: A.g.p / Alliance Global Partners
Cole Aaronson (CRD# 6381165) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in New York, NY and has over 8 years of experience in the finance industry. Cole Aaronson 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.
Financial Life Focus, LLC
|A.g.p. / Alliance Global Partners||New York, NY||Jun 2021 - Current||2|
|David Lerner Associates, Inc.||Teaneck, NJ||Aug 2014 - Jun 2021||6|
|C-suite||Sioux Falls, SD||Mar 2014 - Aug 2014||< 1|
|Impulse||New York, NY||Dec 2013 - Mar 2014||< 1|
|Unemployed||Brooklyn, NY||Aug 2013 - Dec 2013||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2017|
|S63||Uniform Securities State Law Examination||Oct 2014|
Total Assets Under Management1,248MILLIONS
Total Number of Accounts5,102ACCOUNTS
Average Account Value$244,571
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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