Aaron Schroeder (CRD# 1051414) is an Investment Advisor Representative working at Farmingbury Financial Services, LLC in Wolcott, CT and has over 31 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Farmingbury Financial Services, LLC | Wolcott, CT | Jun 1990 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1992 |
- CT
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts62ACCOUNTS
-
Average Account Value$143,025
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT
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