Virginia Aaron, financial advisor Boston MA

Virginia Aaron

CRD Number: 5046672
Current Firm: Lido

Virginia Aaron (CRD# 5046672) is an Investment Advisor Representative working at Lido in Boston, MA and has over 17 years of experience in the finance industry.

Similar Advisors
Peter Canniff, financial advisor Boston MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Marcus Miller, financial advisor Boston MA
Marcus P. Miller
CRD# 7339646
Origin Investment Advisory LLC
Similar Advisors
Jamie Upson, financial advisor Boston MA
Jamie A. Upson
CRD# 4046712
Stonehearth Capital Management
Company Name Location Dates Years
Lido Advisors, LLC Boston, MA Nov 2023 - Current < 1
Claybrook Capital, LLC Wellesley, MA Jan 2017 - Nov 2023 6
Robertson Stephens Securities LLC San Francisco, CA Jun 2015 - Jan 2017 1
Robertson Stephens Advisors LLC Boston, MA Jun 2015 - Jan 2017 1
Ubs Financial Services Inc. Boston, MA Jun 2008 - Jun 2015 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Virginia E. Aaron
Phone Number: 310-278-8232
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    13,102
    MILLIONS
  • Total Number of Accounts
    12,641
    ACCOUNTS
  • Average Account Value
    $1,036,474
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Ready to hire a financial advisor? Get competitive proposals from Virginia Aaron and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.