Aaron M. Batkay

STEWARD ADVISORS GROUP

Halfmoon, NY 12065

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CRD#: 7754229

Professional summary

Aaron Matthew Batkay, who also goes by Aaron Batkay, is a registered financial advisor currently at STEWARD ADVISORS GROUP, LLC located in Halfmoon, New York and SIMMONS CAPITAL GROUP located in Halfmoon, New York.

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

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aaron Batkay

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) NAME OF OBA: BISHOP HOUSE CONSULTING; ADDRESS: CLIFTON PARK, NY 12065; NATURE: LEADERSHIP DEVELOPMENT AND COACHING; INVESTMENT RELATED: NO; TITLE: LEADERSHIP COACH; DUTIES: PROVIDE OCCASIONAL SUPPORT FOR TRAINING, FACILITATION, AND COACHING; START DATE: 02/01/2024; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0. (2) NAME OF OBA: RISE NUTRITION LLC; ADDRESS: WALPOLE, MA 02081; NATURE: SAAS COMPANY, TECHNOLOGY; TITLE: BUSINESS ADVISOR; DUTIES: PROVIDE OCCASIONAL ADVICE ON STRATEGY AND BUSINESS DECISIONS; START DATE: 06/01/2021; APPROX. NUMBER OF HOURS/MONTH: 3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Matthew Batkay'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

March 7, 2024 - Present

STEWARD ADVISORS GROUP, LLC

Office #1: 139 Meyer Road Suite 201, Halfmoon, NY 12065

RIA

CRD#: 321846

Halfmoon, NY

Current

April 1, 2024 - Present

SIMMONS CAPITAL GROUP

Office #1: 139 Meyer Road Suite 201, Halfmoon, NY 12065

RIA

CRD#: 281122

HALFMOON, NY

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".

SIMMONS CAPITAL GROUP

AIFG CONSULTANTS LTD. | SIMMONS CAPITAL GROUP | SIMMONS ADVISORY GROUP

CRD#: 281122 / SEC#: 801-106746

RIA

Registered Investment Advisory firm - (10/13/2015 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

New York
(3/7/2024)

IAR

Texas
(3/7/2024)

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: 9/29/2023

Uniform Investment Adviser Law Examination

Current Firm

SIMMONS CAPITAL GROUP

AIFG CONSULTANTS LTD. | SIMMONS CAPITAL GROUP | SIMMONS ADVISORY GROUP

CRD#: 281122 / SEC#: 801-106746

RIA

Registered Investment Advisory firm - (10/13/2015 Approved)

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Contact information

Main Address

139 Meyer Road, Halfmoon, NY 12065

Mailing Address

Phone number

(518) 406-5624

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

04 24 2024 SCG FORM ADV PART 2A FINAL (3/26/2025)

04 24 2024 SCG FORM ADV PART 2A APPENDIX 1 WRAP FEE BROCHURE FINAL (3/26/2025)

Regulatory assets under management

Total Number of Accounts	455
AUM (Assets Under Management)	$ 194,471,066

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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Aaron M. Batkay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Matthew Batkay's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEWARD ADVISORS GROUP, LLC

SIMMONS CAPITAL GROUP

Primary Firm SEC Registration

SIMMONS CAPITAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 9/29/2023

Current Firm

SIMMONS CAPITAL GROUP

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIMMONS CAPITAL GROUP

TRUST BUT VERIFY

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