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Aaron Donald Massey

13 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
515 advisors
Number of Clients
42,946 clients
Average Client Portfolio
$638K average
Assets Under Management
$27.4B

Fee Structure

Financial Planning:Included in AUM fee
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Location

858 Camp Street, New Orleans, LA, 70130

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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.

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Other Business Activities

Aaron is involved with 324 E 3rd St, LLC, Monscierge, INC, and TIG VII, all real estate or technology investments, but holds no position and spends no time on them. He is also involved with Sidecar Asset Management, LLC, a family holding company.

Employment History
Current Registrations
Newedge Advisors
April 2025 - Present · 10 mos
Newedge Securities, LLCBroker
April 2025 - Present · 10 mos
Previous Registrations
UBS Financial Services INC.
June 2014 - April 2025 · 10 yrs 10 mos
UBS Financial Services INC.Broker
June 2014 - April 2025 · 10 yrs 10 mos
J.P. Morgan Securities LLCBroker
November 2012 - May 2014 · 1 yr 6 mos
State Registrations3 states
AROKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.