Unclaimed Profile

Joel Aronson

HIGHSIGHT, LLC·WESTBOROUGH, Massachusetts

Series 7, Series 24, Series 66PFSClean record25 years registeredHIGHSIGHT, LLC

50 WASHINGTON STREET, WESTBOROUGH, MA 01581CRD# 4298106Firm CRD# 164646

Profile Verification

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

Identity

Joel Aronson · WESTBOROUGH, MA

Registration

CRD #4298106 · HIGHSIGHT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HIGHSIGHT, LLC

AAFCPAS WEALTH MANAGEMENT, LLC

Jul 2012 – Jan 2020

WESTBOROUGH, MA

CSSC INVESTMENT ADVISORY SERVICES, INC.

Mar 2001 – Oct 2012

WELLESLEY, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · March 19, 2001

Years registered · 25

Professional designation · PFS

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AAF WEALTH MANAGEMENT, LLC

CRD 164646 · SEC 801-76885

AUM

$507M

Regulatory assets under management

Employees

725 client accounts

Services offered by AAF WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AAF WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joel Aronson offer?

Joel Aronson specializes in Financial Planning, Investment Management.

What are Joel Aronson's credentials?

Joel Aronson holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joel Aronson located?

Joel Aronson is based in WESTBOROUGH, Massachusetts, last registered with HIGHSIGHT, LLC.

How does Joel Aronson charge for services?

Joel Aronson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HIGHSIGHT, LLC?

HIGHSIGHT, LLC has approximately 9 employees and manages $507M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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