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AN

Aaron M. Nolan

PYA WALTMAN CAPITAL
Salem, VA
Some features on this profile are disabled
CRD#: 6972399
AN

Professional summary

Aaron Michael Nolan is a registered financial advisor currently at PYA WALTMAN CAPITAL, LLC located in Salem, Virginia.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Aaron has worked at 1 firm and has passed the SIE exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Michael Nolan'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 18, 2022 - Present

PYA WALTMAN CAPITAL, LLC

RIA
CRD#: 137283
Salem, VA

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".
PW
PYA WALTMAN CAPITAL, LLC
PYA WALTMAN CAPITAL, LLC | PYM WALTMAN CAPITAL, LLC

CRD#: 137283 / SEC#: 801-64909

RIA
Registered Investment Advisory firm - (12/9/2005 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
Tennessee
(1/18/2022)
IAR
Virginia
(9/10/2024)

Exams

General Industry/Product Exam
RR
SIE
Date: 7/14/2019
Securities Industry Essentials Examination

Current Firm

PW
PYA WALTMAN CAPITAL, LLC
PYA WALTMAN CAPITAL, LLC | PYM WALTMAN CAPITAL, LLC

CRD#: 137283 / SEC#: 801-64909

RIA
Registered Investment Advisory firm - (12/9/2005 Approved)
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Contact information

Main Address
1402 Ebenezer Road, Knoxville, TN 37922
Mailing Address
Phone number
(865) 693-6301
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PYAW FORM ADV PART 2A 3.12.2025 (3/12/2025)

Regulatory assets under management

Total Number of Accounts1,367
AUM (Assets Under Management)$ 819,277,781

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

PYA WALTMAN CAPITAL, LLC

CRD#: 137283Salem, VA

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