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AER ADVISORS, INC.
AER ADVISORS, INC.
NORTH HAMPTON, New Hampshire
·
6 registered advisors
·
CRD# 128515
SEC# 801-68623
603-964-5865
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
CRD# 4739087
David James Oleary
NORTH HAMPTON, New Hampshire
CRD# 1205651
Janine Lynne Cohen
NORTH HAMPTON, New Hampshire
CRD# 1035324
Joel Darren Plasco
NORTH HAMPTON, New Hampshire
CRD# 3220164
Shawn Damien Mcloughlin
NORTH HAMPTON, New Hampshire
CRD# 1665431
Thomas Joseph Steffanci
NORTH HAMPTON, New Hampshire
CRD# 855387
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
.