Aj Wealth

Aj Wealth (CRD# 161950) is a financial advisory firm headquartered in New York, NY. They manage $2,856,386,766 in 1,208 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,856
    MILLION
  • Total Number of Accounts
    1,208
    ACCOUNTS
  • Average Account Value
    $2,364,559
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, CT, FL, LA, MA, NH, NJ, NY, OH, RI, TX

Financial Advisors at Aj Wealth
Showing 1 - 10 of 13 top financial advisors.
1
Michael Bulmer
CRD#: 6603615
28 Liberty Street, Suite 2850, New York, NY 10005

Michael Bulmer (CRD# 6603615) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has over 4 years of experience in the finance industry.

2
Clayton J. Cochran
CRD#: 5377634
28 Liberty Street, Suite 2850, New York, NY 10005

Clayton Cochran (CRD# 5377634) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has over 12 years of experience in the finance industry.

3
Andrew Cooper
CRD#: 4286407
28 Liberty Street, Suite 2850, New York, NY 10005

Andrew Cooper (CRD# 4286407) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has over 12 years of experience in the finance industry.

4
Rosone C. Daniel
CRD#: 6701061
28 Liberty Street, Suite 2850, New York, NY 10005

Rosone Daniel (CRD# 6701061) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has over 5 years of experience in the finance industry.

5
Nicole C. Fox
CRD#: 4920888
28 Liberty Street, Suite 2850, New York, NY 10005

Nicole Fox (CRD# 4920888) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has over 16 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.

6
Jillian M. Lam
CRD#: 6582498
28 Liberty Street, Suite 2850, New York, NY 10005

Jillian Lam (CRD# 6582498) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has over 5 years of experience in the finance industry.

7
Matthew J. McDonald
CRD#: 6126675
28 Liberty Street, Suite 2850, New York, NY 10005

Matthew McDonald (CRD# 6126675) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has over 9 years of experience in the finance industry.

8
William A. Rohr
CRD#: 6880902
28 Liberty Street, Suite 2850, New York, NY 10005

William Rohr (CRD# 6880902) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has over 3 years of experience in the finance industry.

9
Elizabeth M. Smoose
CRD#: 4973108
28 Liberty Street, Suite 2850, New York, NY 10005

Elizabeth Smoose (CRD# 4973108) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has over 11 years of experience in the finance industry.

10
Stephen M. Soviero
CRD#: 6581713
28 Liberty Street, Suite 2850, New York, NY 10005

Stephen Soviero (CRD# 6581713) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has over 3 years of experience in the finance industry.

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