Aaron BleggiCRD Number: 4529957
Current Firm: Woodbury Financial Services, Inc.
Aaron Bleggi (CRD# 4529957) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Saint Marys, PA and has over 6 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Venn Wealth & Benefit Services, LLC
Infinex Investments, Inc.
|Woodbury Financial Services, Inc.||Saint Marys, PA||Apr 2011 - Current||7|
|Cpi Wealth Management||Saint Marys, PA||Nov 2010 - Current||7|
|Natcity Investments, Inc.||Pittsburgh, PA||Mar 2005 - Oct 2010||5|
|National City Corporation||Ridgway, PA||Oct 2004 - Oct 2010||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
Total Assets Under Management3,252MILLIONS
Total Number of Accounts17,398ACCOUNTS
Average Account Value$186,902
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY