Aimee H. Baehr
Professional summary
Aimee Hayden Baehr, CFP®, who also goes by Aimee Leigh Hayden, Aimee Hayden, is a registered financial advisor currently at TOTAL ALIGNMENT WEALTH ADVISORS, LLC located in New York, New York and TA CAPITAL MANAGEMENT, LLC located in Sewell, New Jersey.
Aimee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Aimee has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Aimee Hayden Baehr's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
February 12, 2014 - Present
TOTAL ALIGNMENT WEALTH ADVISORS, LLC
Office #1: 5 Penn Plaza 19th Floor, New York, NY 10001January 25, 2017 - Present
TA CAPITAL MANAGEMENT, LLC
Office #1: 123 Egg Harbor Rd Unit 506, Sewell, NJ 08080December 12, 2016 - December 31, 2016
TA CAPITAL MANAGEMENT, LLC
October 31, 2008 - January 2, 2013
OSAIC SERVICES, INC.
March 27, 2006 - October 31, 2008
AMERICAN GENERAL SECURITIES INCORPORATED
June 9, 2005 - January 11, 2006
RAYMOND JAMES FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
TA CAPITAL MANAGEMENT, LLC
CRD#: 169326 / SEC#: 801-78797
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/12/2014)
(3/29/2021)
(1/25/2017)
Exams
Current Firm
TA CAPITAL MANAGEMENT, LLC
CRD#: 169326 / SEC#: 801-78797
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 292 |
| AUM (Assets Under Management) | $ 343,859,144 |
Red Flags
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