Aaron S. Buckholtz
Professional summary
Aaron Samuel Buckholtz, who also goes by Aaron Buckholtz, is a registered financial advisor currently at CENTURY MANAGEMENT FINANCIAL ADVISORS located in Austin, Texas.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Aaron has worked at 5 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 62, Series 6, Series 22 and Series 39 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Samuel Buckholtz's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 22, 1999 - Present
CENTURY MANAGEMENT FINANCIAL ADVISORS
Office #1: 805 Las Cimas Parkway Suite 305, Austin, TX 78746January 8, 1990 - April 4, 1990
LEHMAN BROTHERS INC.
January 5, 1989 - November 22, 1989
CALLIE DRESSLER INC.
April 5, 1988 - December 16, 1988
REMINGTON SECURITIES, INC.
November 7, 1986 - April 9, 1988
CONLI, MICHAELS, INC.
Primary Firm SEC Registration
CENTURY MANAGEMENT FINANCIAL ADVISORS
CRD#: 112308 / SEC#: 801-14809
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/22/1999)
Exams
Series 62
Date: 10/26/1988
Corporate Securities Limited Representative ExaminationCurrent Firm
CENTURY MANAGEMENT FINANCIAL ADVISORS
CRD#: 112308 / SEC#: 801-14809
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 703 |
| AUM (Assets Under Management) | $ 568,561,207 |
Red Flags
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