David A. Brask

AARON BRASK CAPITAL

Lake Worth Beach, FL 33460

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CRD#: 5855661

Professional summary

David Aaron Brask, who also goes by D. Aaron Brask, is a registered financial advisor currently at AARON BRASK CAPITAL located in Lake Worth Beach, Florida.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. David has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

D. Aaron Brask

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.

Mr. Brask received his insurance license on January 7, 2020 and offers various insurance products to�clients. He spends approximately 10 hours per month on insurance-related clients/prospects. This practice presents a conflict of interest in recommending insurance products to advisory clients. Clients are under no obligation to implement any recommendations made by Mr. Brask or the Advisor.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Aaron Brask'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®

None

Experience

Current

January 4, 2011 - Present

AARON BRASK CAPITAL

Office #1: 1005 Lake Avenue Suite 220, Lake Worth Beach, FL 33460

RIA

CRD#: 155472

Lake Worth Beach, 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
(1/4/2011)

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 65

Date: 4/9/2010

Uniform Investment Adviser Law Examination

Current Firm

AARON BRASK CAPITAL

AARON BRASK CAPITAL | SET IT AND LEAVE IT | PROACTIVEFP | AARON BRASK CAPITAL LLC

CRD#: 155472 / SEC#:

Florida

Registered Investment Advisory firm - (1/4/2011 Approved)

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Contact information

Main Address

1005 Lake Avenue Suite 220, Lake Worth Beach, FL 33460

Mailing Address

Phone number

(561) 972-7165

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	111
AUM (Assets Under Management)	$ 56,894,336

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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David A. Brask

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Aaron Brask's CRS (Customer Relationship Summary).

Certified licenses

Experience

AARON BRASK CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 4/9/2010

Current Firm

AARON BRASK CAPITAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AARON BRASK CAPITAL

TRUST BUT VERIFY

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