Aaron Freedman (CRD# 5759761) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Florham Park, NJ and has over 14 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 718407
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rbc Capital Market, LLC | Florham Park, NJ | May 2024 - Current | < 1 |
| Janney Montgomery Scott LLC | Garden City, NY | May 2016 - May 2024 | 8 |
| Bank Of America, N.a | Great Neck, NY | Sep 2012 - May 2016 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Great Neck, NY | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2010 |
- NJ
- TX
-
Total Assets Under Management201,264MILLIONS
-
Total Number of Accounts451,404ACCOUNTS
-
Average Account Value$445,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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