Aaron Ploscowe, financial advisor Dublin OH

Aaron Ploscowe

CRD Number: 2663351
Current Firm: Advanced Asset Management Advisors, Inc.

Aaron Ploscowe (CRD# 2663351) is an Investment Advisor Representative working at Advanced Asset Management Advisors, Inc. in Dublin, OH and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Ftj Fundchoice, LLC Hebron, KY Sep 2012 - Current 8
Stay At Home Father Cincinnati, OH Nov 2008 - Aug 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1996
S66 NASAA Uniform Combined State Law Examination Jun 2004
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Aaron J. Ploscowe
Phone Number: 614-717-4451
Firm Website: http://www.aamaweb.com
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    697
    MILLIONS
  • Total Number of Accounts
    847
    ACCOUNTS
  • Average Account Value
    $822,477
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, FL, KS, MD, MO, NC, NJ, OH, PA, SC, TX, VA

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