Larry N. Aft

AFT, FORSYTH AND COMPANY

West Palm Beach, FL 33401

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CRD#: 1747537

Professional summary

Larry Norman Aft is a registered financial advisor currently at AFT, FORSYTH AND COMPANY, INC. located in West Palm Beach, Florida and AFT, FORSYTH & SOBER, LLC located in Palm Beach, Florida.

Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Larry has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Norman Aft's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 30, 2005 - Present

AFT, FORSYTH AND COMPANY, INC.

Office #1: 777 S. Flagler Dr. Suite 805 East Tower, West Palm Beach, FL 33401

RIA

CRD#: 137404

West Palm Beach, FL

Current

August 14, 2012 - Present

AFT, FORSYTH & SOBER, LLC

Office #1: 400 Royal Palm Way Suite 400, Palm Beach, FL 33480

RIA

CRD#: 162858

PALM BEACH, FL

Past

August 17, 2005 - November 2, 2005

HARVEY CAPITAL MANAGEMENT INC

RIA

CRD#: 106224

PALM BEACH, FL

Past

January 24, 1989 - March 18, 1991

EDWARD JONES

CRD#: 250

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AFT, FORSYTH & SOBER, LLC

CRD#: 162858 / SEC#: 801-76925

RIA

Registered Investment Advisory firm - (7/31/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/30/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/15/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/21/1989

General Securities Representative Examination

Current Firm

AFT, FORSYTH & SOBER, LLC

CRD#: 162858 / SEC#: 801-76925

RIA

Registered Investment Advisory firm - (7/31/2012 Approved)

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Contact information

Main Address

4355 Lynx Paw Trail, Valrico, FL 33596

Mailing Address

Phone number

(813) 684-9218

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFS 2025 ANNUAL AMENDED FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 323,513,626

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Larry N. Aft

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Norman Aft's CRS (Customer Relationship Summary).

Certified licenses

Experience

AFT, FORSYTH AND COMPANY, INC.

AFT, FORSYTH & SOBER, LLC

HARVEY CAPITAL MANAGEMENT INC

EDWARD JONES

Primary Firm SEC Registration

AFT, FORSYTH & SOBER, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/15/1989

Series 7

Date: 1/21/1989

Current Firm

AFT, FORSYTH & SOBER, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AFT, FORSYTH & SOBER, LLC

TRUST BUT VERIFY

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