Aden K. Partee

ALLOY INVESTMENT MANAGEMENT

Greenville, SC 29605

Some features on this profile are disabled

CRD#: 7729169

Professional summary

Aden Keith Partee, who also goes by Aden Partee, is a registered financial advisor currently at ALLOY INVESTMENT MANAGEMENT located in Greenville, South Carolina.

Aden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Aden has worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aden Partee

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 Aden Keith Partee'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

May 22, 2026 - Present

ALLOY INVESTMENT MANAGEMENT

Office #1: 631 Augusta St, Greenville, SC 29605

RIA

CRD#: 306227

Greenville, SC

Past

January 26, 2024 - May 18, 2026

JEHM WEALTH & RETIREMENT, LLC

RIA

CRD#: 304253

SIMPSONVILLE, SC

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

South Carolina
(5/22/2026)

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: 1/10/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 8/4/2023

Securities Industry Essentials Examination

Current Firm

ALLOY INVESTMENT MANAGEMENT

ALLOY INVESTMENT MANAGEMENT | ALLOY WEALTH MANAGEMENT INC | ALLOY WEALTH HOLDINGS LLC

CRD#: 306227 / SEC#:

Georgia

Registered Investment Advisory firm - (2/10/2025 Terminated)

New York

Registered Investment Advisory firm - (2/2/2024 Terminated)

North Carolina

Registered Investment Advisory firm - (3/19/2020 Approved)

South Carolina

Registered Investment Advisory firm - (6/16/2020 Approved)

Texas

Registered Investment Advisory firm - (11/1/2021 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (5/23/2023 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

631 Augusta St, Greenville, SC 29605

Mailing Address

Phone number

(800) 689-3935

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Daniel Milks

FIDUCIARY ORGANIZATION, LLC

IAR

Greenville, SC

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Aden K. Partee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aden Keith Partee's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLOY INVESTMENT MANAGEMENT

JEHM WEALTH & RETIREMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/10/2024

SIE

Date: 8/4/2023

Current Firm

ALLOY INVESTMENT MANAGEMENT

Contact information

Documents

Red Flags

Company Information

ALLOY INVESTMENT MANAGEMENT

TRUST BUT VERIFY

Similar Advisors