Aj Wealth

Aj Wealth (CRD# 161950) is a financial advisory firm headquartered in New York, NY. They manage $536,711,942 in 474 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    537
    MILLION
  • Total Number of Accounts
    474
    ACCOUNTS
  • Average Account Value
    $1,132,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Aj Wealth
Showing 1 - 10 of 10 top financial advisors.
1
Clayton J. Cochran
CRD#: 5377634
30 Broad Street, 29th Floor, New York, NY 10004
96
Wealthminder
score

Clayton Cochran (CRD# 5377634) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has over 8 years of experience in the finance industry.

2
Nicole C. Fox
CRD#: 4920888
30 Broad Street, 29th Floor, New York, NY 10004
96
Wealthminder
score

Nicole Fox (CRD# 4920888) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has over 12 years of experience in the finance industry. Nicole Fox has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Andrew Cooper
CRD#: 4286407
30 Broad Street, 29th Floor, New York, NY 10004
93
Wealthminder
score

Andrew Cooper (CRD# 4286407) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has over 8 years of experience in the finance industry.

4
Francis J. Fazio
CRD#: 4141166
30 Broad Street, 29th Floor, New York, NY 10004
93
Wealthminder
score

Francis Fazio (CRD# 4141166) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has over 17 years of experience in the finance industry.

5
Elizabeth M. Smoose
CRD#: 4973108
30 Broad Street, 29th Floor, New York, NY 10004
93
Wealthminder
score

Elizabeth Smoose (CRD# 4973108) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has over 7 years of experience in the finance industry.

6
Justyn G. Volesko
CRD#: 4693262
30 Broad Street, 29th Floor, New York, NY 10004
93
Wealthminder
score

Justyn Volesko (CRD# 4693262) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has over 14 years of experience in the finance industry.

7
Matthew J. McDonald
CRD#: 6126675
30 Broad Street, 29th Floor, New York, NY 10004
90
Wealthminder
score

Matthew McDonald (CRD# 6126675) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has over 5 years of experience in the finance industry.

8
Jillian M. Barbati
CRD#: 6582498
30 Broad Street, 29th Floor, New York, NY 10004
88
Wealthminder
score

Jillian Barbati (CRD# 6582498) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has 1 year of experience in the finance industry.

9
Rosone C. Daniel
CRD#: 6701061
30 Broad Street, 29th Floor, New York, NY 10004
88
Wealthminder
score

Rosone Daniel (CRD# 6701061) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has 1 year of experience in the finance industry.

10
Addison B. Dascombe
CRD#: 6506095
30 Broad Street, 29th Floor, New York, NY 10004
88
Wealthminder
score

Addison Dascombe (CRD# 6506095) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has over 2 years of experience in the finance industry.

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