AER ADVISORS, INC.

NORTH HAMPTON, New Hampshire·6 registered advisors·CRD# 128515
SEC# 801-68623603-964-5865
01

Firm Overview

AUM
$26M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
Fixed fees
Performance-based fees
03

Specialties

Investment Management
04

Advisors at AER ADVISORS, INC.

6 registered advisors
Carol Ayn Oleary
NORTH HAMPTON, New Hampshire
David James Oleary
NORTH HAMPTON, New Hampshire
Janine Lynne Cohen
NORTH HAMPTON, New Hampshire
Joel Darren Plasco
NORTH HAMPTON, New Hampshire
Shawn Damien Mcloughlin
NORTH HAMPTON, New Hampshire
Thomas Joseph Steffanci
NORTH HAMPTON, New Hampshire
05

Office Locations

NORTH HAMPTON, New Hampshire
6 advisors

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Data sourced from SEC Form ADV filings. AER ADVISORS, INC. (CRD# 128515) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.