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Aimee Hayden Baehr

TA CAPITAL MANAGEMENT, LLC·SEWELL, New Jersey
Series 7, Series 63, Series 65CFPClean record12 years registeredTA CAPITAL MANAGEMENT, LLC
123 EGG HARBOR RD UNIT 506, SEWELL, NJ 08080CRD# 4379743Firm CRD# 169326

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aimee Hayden Baehr · SEWELL, NJ
Registration
CRD #4379743 · TA CAPITAL MANAGEMENT, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

TA CAPITAL MANAGEMENT, LLC
Jan 2017 – present
TOTAL ALIGNMENT WEALTH ADVISORS, LLC
Feb 2014 – present
TA CAPITAL MANAGEMENT, LLC
Dec 2016 – Dec 2016
TURNERSVILLE, NJ
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · February 12, 2014
Years registered · 12
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TA CAPITAL MANAGEMENT, LLC
CRD 169326 · SEC 801-78797
AUM
$303M
Regulatory assets under management
Employees
3
261 client accounts
Services offered by TA CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at TA CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Aimee Hayden Baehr offer?
Aimee Hayden Baehr specializes in Investment Management, Fee-Only Advisory. Contact their office in SEWELL, New Jersey for a consultation.
What are Aimee Hayden Baehr's credentials?
Aimee Hayden Baehr holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Aimee Hayden Baehr located?
Aimee Hayden Baehr is based in SEWELL, New Jersey, working with TA CAPITAL MANAGEMENT, LLC. Their office serves clients in the SEWELL metropolitan area and surrounding communities.
How does Aimee Hayden Baehr charge for services?
Aimee Hayden Baehr's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TA CAPITAL MANAGEMENT, LLC?
TA CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $303M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TA CAPITAL MANAGEMENT, LLC

Riyad Michael Said
NEW YORK, NY
David T Vincent
NEW YORK, NY
CFA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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