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AG

Aaron S. Gummer

ROYAL ROAD WEALTH PARTNERS
New Orleans, LA 70163
Some features on this profile are disabled
CRD#: 6837685
AG

Professional summary

Aaron Scott Gummer, who also goes by Aaron Gummer, is a registered financial advisor currently at ROYAL ROAD WEALTH PARTNERS, LLC located in New Orleans, Louisiana.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Aaron has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Aaron Gummer

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) 2017-Present: Independent Insurance Agent/Insurance Related/New Orleans, LA/Insurance Agent/Offer insurance products and services via unaffiliated issuers and agencies, including Royal Road Wealth Partners affiliate, Royal Road Wealth Insurance Solutions, LLC/Involves up top 10% time each month, including during traditional business hours.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Scott Gummer'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

August 15, 2019 - Present

ROYAL ROAD WEALTH PARTNERS, LLC

Office #1: 1100 Poydras Street Suite 2900, New Orleans, LA 70163
RIA
CRD#: 304973
New Orleans, LA
Past

November 13, 2017 - July 18, 2019

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
METAIRIE, LA
Past

August 10, 2017 - July 18, 2019

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
METAIRIE, LA

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
Louisiana
(8/15/2019)
IAR
North Dakota
(12/16/2024)
IAR
Texas
(10/18/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/1/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/10/2017
General Securities Representative Examination

Current Firm

RR
ROYAL ROAD WEALTH PARTNERS, LLC
ROYAL ROAD DIGITAL ASSETS | ROYAL ROAD WEALTH PARTNERS, LLC | ROYAL ROAD WEALTH PARTNERS

CRD#: 304973 / SEC#:

Louisiana
Registered Investment Advisory firm - (8/15/2019 Approved)
North Dakota
Registered Investment Advisory firm - (8/4/2021 Approved)
Texas
Registered Investment Advisory firm - (10/17/2019 Approved)
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Contact information

Main Address
1100 Poydras Street Suite 2900, New Orleans, LA 70163
Mailing Address
Phone number
(504) 249-8586
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts121
AUM (Assets Under Management)$ 25,360,848

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

ROYAL ROAD WEALTH PARTNERS, LLC

CRD#: 304973New Orleans, LA 70163

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