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AT

Aimee B. Troyen

TANGENT CAPITAL PARTNERS
Short Hills, NJ 07078
Some features on this profile are disabled
CRD#: 2489148
AT

Professional summary

Aimee B Troyen is a registered financial professional currently at TANGENT CAPITAL PARTNERS, LLC located in Short Hills, New Jersey.

Aimee is registered as a RR (Registered Representative) and started their career in finance in 1994. Aimee has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Aimee B Troyen'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

June 14, 2017 - Present

TANGENT CAPITAL PARTNERS, LLC

Office #1: 14 Wyndham Road, Short Hills, NJ 07078
BD
CRD#: 146999
Short Hills, NJ
Past

February 19, 2009 - March 13, 2015

SOLOMON PARTNERS SECURITIES, LLC

BD
CRD#: 28041
NEW YORK, NY
Past

January 2, 2008 - January 23, 2009

SAGE PARTNERS SECURITIES, LLC

BD
CRD#: 104381
NEW YORK, NY
Past

March 24, 2004 - July 25, 2007

AVALON SECURITIES, LTD.

BD
CRD#: 30522
NEW YORK, NY
Past

December 20, 1994 - May 14, 2004

VALUEMETRICS CAPITAL, L.L.C.

BD
CRD#: 35418
CHICAGO, IL

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 12/12/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/14/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/12/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TC
TANGENT CAPITAL PARTNERS, LLC
TANGENT CAPITAL PARTNERS, LLC

CRD#: 146999 / SEC#: , 8-67885

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
14 Wyndham Road, Short Hills, NJ 07078
Mailing Address
30 Chatham Road P.o.box 708, Short Hills, NJ 07078
Phone number
(215) 816-2800
Established
Delaware since 11/07/2007
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (32 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
TANGENT CAPITAL HOLDINGS, LLCSOLE OWNER
FELDMAN, RICHARD MARKFINANCIAL AND OPERATIONS PRINCIPAL2273453
HART, ADRIENNE YOSTCHIEF COMPLIANCE OFFICER1510179

Disclosures

Regulatory Event2

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.

Company Information

TANGENT CAPITAL PARTNERS, LLC

CRD#: 146999Short Hills, NJ 07078

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