Unclaimed Profile

Steven Wayne Kaye

AMERICAN ECONOMIC PLANNING GROUP INC·WARREN, New Jersey

Series 7, Series 24, Series 63, Series 66Clean record22 years registeredAMERICAN ECONOMIC PLANNING GROUP INC

25 INDEPENDENCE BLVD., WARREN, NJ 07059CRD# 1205757Firm CRD# 109859

Profile Verification

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

Identity

Steven Wayne Kaye · WARREN, NJ

Registration

CRD #1205757 · AMERICAN ECONOMIC PLANNING GROUP INC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMERICAN ECONOMIC PLANNING GROUP INC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Oct 2019 – Sep 2022

WARREN, NJ

AEPG WEALTH STRATEGIES

Dec 2003 – Oct 2019

WARREN, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · December 17, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERICAN ECONOMIC PLANNING GROUP INC

CRD 109859 · SEC 801-32089

AUM

$913M

Regulatory assets under management

Employees

1,704 client accounts

Services offered by AMERICAN ECONOMIC PLANNING GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AMERICAN ECONOMIC PLANNING GROUP INC →

Introduction

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Frequently Asked Questions

What services does Steven Wayne Kaye offer?

Steven Wayne Kaye specializes in Financial Planning, Investment Management.

What are Steven Wayne Kaye's credentials?

Steven Wayne Kaye is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Wayne Kaye located?

Steven Wayne Kaye is based in WARREN, New Jersey, last registered with AMERICAN ECONOMIC PLANNING GROUP INC.

How does Steven Wayne Kaye charge for services?

Steven Wayne Kaye'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 AMERICAN ECONOMIC PLANNING GROUP INC?

AMERICAN ECONOMIC PLANNING GROUP INC has approximately 15 employees and manages $913M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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