CA
Craig M. Arons
ARONS WEALTH MANAGEMENT LLC
MONTGOMERY, NY
Some features on this profile are disabled
CRD#: 5727132
CA
Professional summary
Craig Marc Arons, who also goes by Craig M Arons, is a registered financial advisor currently at ARONS WEALTH MANAGEMENT LLC located in Montgomery, New York.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Craig has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Craig M Arons
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.
accountant and owner of Craig M Arons CPA PFS PC
CRS (Client Relationship Summary) - RIA
Click below to view Craig Marc Arons'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
February 19, 2025 - Present
ARONS WEALTH MANAGEMENT LLC
RIA
CRD#: 334234
MONTGOMERY, NY
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
New York(2/19/2025)
Exams
Current Firm
AW
ARONS WEALTH MANAGEMENT LLC
ARONS WEALTH MANAGEMENT LLC | CRAIG M. ARONS, CPA/PFS PC
CRD#: 334234 / SEC#:
New York
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Contact information
Main Address
Montgomery, NY
Mailing Address
Phone number
(845) 623-1414
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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