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Paul E. Danziger

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CRD#: 4931616
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Paul Elliott Danziger

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Paul Elliott Danziger, who also goes by Paul Danzinger, was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 2005. Paul had worked at 7 firms and has passed the Series 65, SIE, Series 22 and Series 6 exams.

Aliases


Paul Danzinger

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.
1.) FREEDOM FINANCIAL ADVISORS OF MARYLAND; YES INVESTMENT RELATED; 5809 NICHOLSON LN DRIVE #412 ROCKVILLE, MD 20852; INSURANCE SALES; OWNER AND PRODUCER; START DATE 08/2007; APPROX 125 HRS/MONTH; APPROX 100 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 19, 2022 - August 10, 2026

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
Rockville, MD
Past

April 21, 2016 - January 20, 2022

VIRTUE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 167816
Bethesda, MD
Past

April 17, 2015 - May 3, 2016

CENTER STREET ADVISORS, INC.

RIA
CRD#: 169329
BETHESDA, MD
Past

August 29, 2011 - May 3, 2016

CENTER STREET SECURITIES, INC.

BD
CRD#: 26898
BETHESDA, MD
Past

February 18, 2010 - November 14, 2012

HIGHLINE WEALTH MANAGEMENT, LLC

RIA
CRD#: 142542
BETHESDA, MD
Past

February 1, 2010 - April 17, 2015

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
BETHESDA, MD
Past

August 11, 2005 - September 19, 2007

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BETHESDA, MD

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".
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA
Registered Investment Advisory firm - (2/17/2016 Approved)

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
IAR
Series 65
Date: 12/28/2009
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA
Registered Investment Advisory firm - (2/17/2016 Approved)
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Contact information


Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
Phone number
(866) 363-9595
Established
Firm type
Fiscal year end
# of Employees
602

SEC notice filing (52 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (10/1/2025)

Regulatory assets under management


Total Number of Accounts111,059
AUM (Assets Under Management)$ 37,525,706,084

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


AE WEALTH MANAGEMENT, LLC

CRD#: 282580

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