TrueAdvisor
TrueAdvisor
CA
CFP
CA
CFP

Cole Edwin Aaronson

A.G.P / Alliance Global Partners
11 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
A.G.P / Alliance Global Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
123 advisors
Number of Clients
5,849 clients
Average Client Portfolio
$289K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only

Location

590 Madison Avenue, 28th Floor, New York, NY, 10022

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 →
Employment History
Current Registrations
A.G.P / Alliance Global Partners
June 2021 - Present · 4 yrs 8 mos
A.G.P. / Alliance Global PartnersBroker
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Spirit of America Management CORP
May 2018 - June 2021 · 3 yrs 1 mo
David Lerner Associates, INC.Broker
October 2014 - June 2021 · 6 yrs 8 mos
State Registrations20 states
AZCACTDEFLGAHIKYMAMONCNJNYOHPASCTXVAVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.