Aron Matthew Bohlig
Professional Summary
Aron Matthew Bohlig is a registered financial advisor currently at COMCAP HOLDINGS LLC located in San Juan, undefined. Aron is registered as a RR (Registered Representative) and started their career in finance in 2002. Aron has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 79, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
COMCAP HOLDINGS LLC | COMCAP LLC
Contact Information
Main Address
1666 Ave Ponce De Leon, San Juan, PR 00909Mailing Address
11816 Inwood Rd Pmb 7024, Dallas, TX 75244Phone Number
(415) 235-8270Established
Puerto Rico since 04/06/2022Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (4 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(11/15/2016)
(9/13/2024)
(12/1/2022)
(6/1/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Mar 2014About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Aron Matthew Bohlig's CRS (Customer Relationship Summary).
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