Virginia AaronCRD Number: 5046672
Current Firm: Claybrook Capital, LLC
Virginia Aaron (CRD# 5046672) is an Investment Advisor Representative working at Claybrook Capital, LLC in Wellesley, MA and has over 16 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Claybrook Capital, LLC||Wellesley, MA||Jan 2017 - Current||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|
Total Assets Under Management296MILLIONS
Total Number of Accounts74ACCOUNTS
Average Account Value$3,997,140
- 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
MA, NY, TX
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