Aidan Perry (CRD# 7656683) is an Investment Advisor Representative working at Stonemark Wealth Management in Pasadena, CA and has 1 year of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonemark Wealth Management | Pasadena, CA | Nov 2020 - Current | 3 |
| Stonemark Wealth Management | Pasadena, CA | Nov 2020 - Aug 2022 | 1 |
| University Of San Diego | San Diego, CA | Aug 2018 - May 2022 | 3 |
| United States Marine Corps Reserve | San Diego, CA | Aug 2018 - May 2022 | 3 |
| Millikan High School | Long Beach, CA | Aug 2014 - Jun 2018 | 3 |
| Saint Cornelius Catholic School | Long Beach, CA | Oct 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- CA
-
Total Assets Under Management427MILLIONS
-
Total Number of Accounts748ACCOUNTS
-
Average Account Value$570,963
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Other
AZ, CA, CO, FL, NV, TX
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