Aaron PloscoweCRD 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.
Stratos Wealth Partners, Ltd
Steele Investment Counsel, Ltd.
Lpl Financial LLC
|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|
Total Assets Under Management697MILLIONS
Total Number of Accounts847ACCOUNTS
Average Account Value$822,477
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, FL, KS, MD, MO, NC, NJ, OH, PA, SC, TX, VA
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