Unclaimed Profile

David Aaron Borden

CCR WEALTH MANAGEMENT, LLC·WESTBOROUGH, Massachusetts

SIE, Series 7, Series 31, Series 63, Series 65Clean record25 years registeredCCR WEALTH MANAGEMENT, LLC

1400 COMPUTER DR, WESTBOROUGH, MA 01581CRD# 2790239Firm CRD# 116442

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Aaron Borden · WESTBOROUGH, MA

Registration

CRD #2790239 · CCR WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Jun 2023 – present

CETERA ADVISORS LLC

Jan 2004 – present

CETERA ADVISOR NETWORKS LLC

Jan 2023 – Jun 2023

WESTBOROUGH, MA

CCR WEALTH MANAGEMENT, LLC

Dec 2008 – Jan 2013

WESTBOROUGH, MA

VESTAX SECURITIES CORPORATION

Mar 2001 – Jan 2004

WORCESTER, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · March 18, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CCR WEALTH MANAGEMENT, LLC

CRD 116442 · SEC 801-60657

AUM

$7M

Regulatory assets under management

Employees

45 client accounts

Services offered by CCR WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CCR WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David Aaron Borden offer?

David Aaron Borden specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTBOROUGH, Massachusetts for a consultation.

What are David Aaron Borden's credentials?

David Aaron Borden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Aaron Borden located?

David Aaron Borden is based in WESTBOROUGH, Massachusetts, working with CCR WEALTH MANAGEMENT, LLC. Their office serves clients in the WESTBOROUGH metropolitan area and surrounding communities.

How does David Aaron Borden charge for services?

David Aaron Borden's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CCR WEALTH MANAGEMENT, LLC?

CCR WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $7M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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