FIND A AEW SECURITIES LIMITED PARTNERSHIP FINANCIAL ADVISOR NEAR ME
Find, Compare and Monitor Financial Advisors at AEW SECURITIES LIMITED PARTNERSHIP
CRD#: 30686
Looking for a Financial Advisor at AEW SECURITIES LIMITED PARTNERSHIP?
We have compiled every financial advisor who works at AEW SECURITIES LIMITED PARTNERSHIP in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.
If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.
FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for AEW SECURITIES LIMITED PARTNERSHIP Comes From
Understanding the Statistics for AEW SECURITIES LIMITED PARTNERSHIP and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures
FIRM INFORMATION
Established
Massachusetts since 07/30/1992
Firm Type
Partnership
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| AEW CAPITAL MANAGEMENT, LP | LIMITED PARTNER | ||
| AEW CAPITAL MANAGEMENT, INC. ("AEW, INC.) | GENERAL PARTNER | ||
| FINNEGAN, JAMES J | GENERAL SECURITIES PRINCIPAL, CHIEF COMPLIANCE OFFICER | 2896964 |
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at AEW SECURITIES LIMITED PARTNERSHIP
Reuben Mccoy Rowley
IAR
RR
CRD#: 7210687
Location:
American Fork, UT 84003
Company:
EAGLE STRATEGIES LLC
Disclosures:
Experience:
6 years
Dean Edwin Moberg
IAR
RR
CRD#: 1163869
Location:
Westport, CT
Company:
SOUND TRUST WEALTH ADVISORS, LLC
Disclosures:
Experience:
42 years
Daniel Dean Hoefer
IAR
RR
CRD#: 4717888
Location:
Irmo, SC 29063
Company:
EDWARD JONES
Disclosures:
Experience:
22 years
Compare statistics for financial advisors here.
Review financial advisor disclosures here.
