AS
AS

Aaron Benjamin Safier

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
437 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

Fee Structure

Loading...

Location

30 Vesey St, 9th Floor, New York, NY, 10007

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Aaron is an agent at Empire Wealth Strategies, selling and servicing various insurance products, including life, accident, health, disability, long-term care, and annuity accounts, taking nearly full-time hours. Aaron is also the proprietor/owner of Sapphire Wealth Advisory Group, providing investment advisory services, and Sapphire Enterprise Corp, where he is an inventor, dedicating minimal time.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
April 2020 - Present · 5 yrs 10 mos
Hornor, Townsend & Kent, LLCBroker
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - November 2018 · 1 yr 8 mos
Msi Financial Services, INC.Broker
November 2011 - March 2017 · 5 yrs 4 mos
Morgan Stanley Smith Barney LLC
April 2011 - October 2011 · 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - October 2011 · 2 yrs 4 mos
Citigroup Global Markets INC.Broker
December 2007 - June 2009 · 1 yr 6 mos
M&t Securities, INC.Broker
March 2006 - December 2007 · 1 yr 9 mos
Northeast Securities, INC.Broker
November 2005 - March 2006 · 4 mos
State Registrations18 states
CACTFLHIILMAMDMONCNHNJNYPASCTNTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.