Aaron GreyCRD Number: 4719887
Current Firm: Denver Money Manager, LLC
Aaron Grey (CRD# 4719887) is an Investment Advisor Representative working at Denver Money Manager, LLC in Denver, CO and has over 13 years of experience in the finance industry. Aaron Grey 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.
Ewealth Consulting, LLC
Anthony Capital, LLC
Bsw Wealth Partners
|Buckingham Asset Management, LLC||Clayton, MO||Jan 2016 - Current||3|
|Denver Money Manager, LLC||Denver, CO||Sep 2003 - Dec 2015||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2005|
Total Assets Under Management153MILLIONS
Total Number of Accounts465ACCOUNTS
Average Account Value$328,293
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, LA
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