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Aaron Scott Wolf

ALIGNED INTERMEDIARY, INC.·NEW YORK, New York
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41 MADISON AVE, NEW YORK, NY 10010CRD# 6723346Firm CRD# 285649
01

About

Aaron Scott Wolf is a registered financial advisor based in NEW YORK, New York, affiliated with ALIGNED INTERMEDIARY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ALIGNED INTERMEDIARY, INC.
ALIGNED INTERMEDIARY, INC.
AUM
$42M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ALIGNED INTERMEDIARY, INC. →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6723346
Firm CRD# 285649
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Aaron Scott Wolf offer?
Aaron Scott Wolf specializes in Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Aaron Scott Wolf's credentials?
Aaron Scott Wolf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Scott Wolf located?
Aaron Scott Wolf is based in NEW YORK, New York, working with ALIGNED INTERMEDIARY, INC.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Aaron Scott Wolf charge for services?
Aaron Scott Wolf's firm is compensated through subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALIGNED INTERMEDIARY, INC.?
ALIGNED INTERMEDIARY, INC. has approximately 7 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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