Alexander E. Fedynsky

AARON WEALTH ADVISORS

Newport Beach, CA 92660

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CRD#: 5023309

Professional summary

Alexander Eugene Fedynsky is a registered financial advisor currently at AARON WEALTH ADVISORS located in Newport Beach, California.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Alexander has worked at 4 firms and has passed the Series 66, Series 3, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

(1) Board Member at Ukrainian Museum-Archive Inc., a cultural museum. 1202 Kenilworth Ave Cleveland, OH 44113 Cleveland, Non - investment-related . Start Date is July 1, 2021. 4 hours per month. Duties include serving as a member of the advisory board. (2)1/14/2006 CA Insurance License #0F04677, Independent Licensed Insurance Agent; Investment Related Accident and Health, Life-Only & Variable Contracts

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Eugene Fedynsky'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

January 26, 2022 - Present

AARON WEALTH ADVISORS

Office #1: 520 Newport Center Dr, Newport Beach, CA 92660

RIA

CRD#: 298079

Newport Beach, CA

Past

January 4, 2021 - February 17, 2022

GOLDMAN SACHS & CO. LLC

CRD#: 361

IRVINE, CA

Past

January 30, 2006 - February 17, 2022

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

IRVINE, CA

Past

October 20, 2005 - January 4, 2021

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

IRVINE, CA

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".

AARON WEALTH ADVISORS

AARON WEALTH ADVISORS | PLYMOUTH ROCK ASSET MANAGEMENT LLC | PLYMOUTH ROCK | AARON WEALTH ADVISORS LLC

CRD#: 298079 / SEC#: 801-113938

RIA

Registered Investment Advisory firm - (9/20/2018 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/26/2022)

IAR

Illinois
(12/16/2024)

IAR

Texas
(8/10/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/18/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 3

Date: 12/22/2020

National Commodity Futures Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/19/2005

General Securities Representative Examination

Current Firm

AARON WEALTH ADVISORS

AARON WEALTH ADVISORS | PLYMOUTH ROCK ASSET MANAGEMENT LLC | PLYMOUTH ROCK | AARON WEALTH ADVISORS LLC

CRD#: 298079 / SEC#: 801-113938

RIA

Registered Investment Advisory firm - (9/20/2018 Approved)

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Contact information

Main Address

515 N. State St. Suite 1770, Chicago, IL 60654

Mailing Address

Phone number

(312) 506-5780

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AARON WEALTH ADVISORS LLC ADV PART 2A (4/8/2025)

Regulatory assets under management

Total Number of Accounts	1,341
AUM (Assets Under Management)	$ 2,607,024,926

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report

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.

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Alexander E. Fedynsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Eugene Fedynsky's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLDMAN SACHS & CO. LLC

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

Primary Firm SEC Registration

AARON WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 11/18/2005

Series 3

Date: 12/22/2020

SIE

Date: 10/1/2018

Series 7

Date: 10/19/2005

Current Firm

AARON WEALTH ADVISORS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AARON WEALTH ADVISORS

TRUST BUT VERIFY

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