Aaron Bleggi (CRD# 4529957) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Saint Marys, PA and has over 12 years of experience in the finance industry.
CRD# 2093361
Ameriprise Financial Services, LLC
CRD# 4822754
Securities America Advisors, Inc.
CRD# 4021191
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Saint Marys, PA | Jan 2024 - Current | < 1 |
| Cpi Wealth Management | Saint Marys, PA | Nov 2010 - Current | 13 |
| Woodbury Financial Services, Inc. | Saint Marys, PA | Apr 2011 - Jan 2024 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2012 |
- PA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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