Aron J. Marcinkoski
Professional summary
Aron Joseph Marcinkoski, who also goes by Aron Marcinkoski, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Miami Beach, Florida and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
Aron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Aron has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7TO, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Aron Joseph Marcinkoski's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 11, 2023 - Present
IP FINANCIAL ADVISORY SERVICES LLC
July 7, 2023 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210February 18, 2021 - August 24, 2021
NEWBRIDGE SECURITIES CORPORATION
November 27, 2013 - December 31, 2016
WINDSOR STREET CAPITAL, LP
August 3, 2011 - October 22, 2013
J.P. TURNER & COMPANY, L.L.C.
January 19, 2011 - January 27, 2011
LIBERTY PARTNERS FINANCIAL SERVICES, LLC
June 29, 2009 - August 25, 2010
LIBERTY PARTNERS FINANCIAL SERVICES, LLC
June 8, 2004 - June 24, 2009
BROAD STREET SECURITIES, INC.
October 1, 2003 - May 29, 2004
LLOYD, SCOTT & VALENTI, LTD.
February 28, 2003 - October 7, 2003
WOODSTOCK FINANCIAL GROUP, INC.
November 6, 2001 - October 22, 2002
MORGAN WILSHIRE SECURITIES, INC.
January 30, 2001 - August 22, 2001
WOODSTOCK FINANCIAL GROUP, INC.
March 5, 1999 - January 26, 2001
CARNEGIE INVESTOR SERVICES INC.
Primary Firm SEC Registration
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/9/2024)
(8/14/2024)
(8/23/2023)
(9/11/2023)
(8/7/2024)
Exams
Series 7TO
Date: 2/17/2021
General Securities Representative ExaminationFINRA
Current Firm
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
Contact information
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 2,887 |
| AUM (Assets Under Management) | $ 456,110,407 |
Red Flags
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