AW
Aaron M. Wade
OSPREY MONEY MANAGEMENT
Titusville, FL 32780
Some features on this profile are disabled
CRD#: 5209232
AW
Professional summary
Aaron Marshal Wade is a registered financial advisor currently at OSPREY MONEY MANAGEMENT, LLC located in Titusville, Florida.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Aaron has worked at 1 firm and has passed the Series 65 exam.
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.
A.M. WADE, LLC, TITUSVILLE, FL. OWNER; ESTABLISHED FOR TAX PURPOSES. STARTED 4/22/2013 TO PRESENT. 0 HOURS DURING TRADING HOURS. NOT INVESTMENT RELATED.
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Marshal Wade's 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®
NoneExperience
Current
December 20, 2011 - Present
OSPREY MONEY MANAGEMENT, LLC
Office #1: 918 S. Washington Avenue, Titusville, FL 32780RIA
CRD#: 135497
Titusville, FL
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
Florida(12/20/2011)
IAR
Texas(5/2/2025)
Current Firm
OM
OSPREY MONEY MANAGEMENT, LLC
OSPREY MONEY MANAGEMENT, LLC
CRD#: 135497 / SEC#:
Florida
Registered Investment Advisory firm - (7/20/2005 Approved)Texas
Registered Investment Advisory firm - (11/9/2012 Conditional Restricted)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
918 S. Washington Avenue, Titusville, FL 32780
Mailing Address
Phone number
(321) 383-4005
Established
Firm type
Fiscal year end
# of Employees
2
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.
