Aj Wealth

Aj Wealth (CRD# 161950) is a financial advisory firm headquartered in New York, NY. They manage $368,927,749 in 107 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    369
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $3,447,923
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 - 9 of 9 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 11 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 7 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 16 years of experience in the finance industry.

5
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 13 years of experience in the finance industry.

6
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 4 years of experience in the finance industry.

7
Peter G. English
CRD#: 4710528
30 Broad Street, 29th Floor, New York, NY 10004
89
Wealthminder
score

Peter English (CRD# 4710528) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has over 4 years of experience in the finance industry.

8
Addison B. Dascombe
CRD#: 6506095
30 Broad Street, 29th Floor, New York, NY 10004
87
Wealthminder
score

Addison Dascombe (CRD# 6506095) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has 1 year of experience in the finance industry.

9
Stephen E. Fletcher
CRD#: 6567655
30 Broad Street, 29th Floor, New York, NY 10004
87
Wealthminder
score

Stephen Fletcher (CRD# 6567655) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.