Aaron Hansz, financial advisor Bedminster NJ
93 score

Aaron Hansz

CRD Number: 5472864
Current Firm: Private Advisor Group, LLC

Aaron Hansz (CRD# 5472864) is an Investment Advisor Representative working at Private Advisor Group, LLC in Bedminster, NJ and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Private Advisor Group, LLC Bedminster, NJ Jan 2017 - Current 1
Lpl Financial LLC Bedminster, NJ Dec 2014 - Current 3
Tlwm, Llc (texas Legacy Wealth Management) Houston, TX Dec 2014 - Feb 2017 2
Metlife Securities Inc. Dallas, TX May 2010 - Dec 2014 4
Thrivent Investment Management Inc. Katy, TX Feb 2009 - May 2010 1
Thrivent Financial For Lutherans Appleton, WI Feb 2009 - May 2010 1
Wachovia Securities Katy, TX Jan 2008 - Feb 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Aaron T. Hansz
Phone Number: 973-538-7010
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    11,900
    MILLIONS
  • Total Number of Accounts
    54,146
    ACCOUNTS
  • Average Account Value
    $219,780
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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