AW
AW

Aedan Michael Wilkinson

1 Year of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,299 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.8B

Fee Structure

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Location

602 North Front Street, Wormleysburg, PA, 17043

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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

Aedan works full-time as a Registered Investment Advisor (RIA) at Stonebridge Financial Group. He also owns Wilkinson Wedding Rentals & Decor, a local decor and rental business, dedicating about 10-20% of his time to it.

Employment History
Current Registrations
Stonebridge Financial Group, LLC
August 2024 - Present · 1 yr 6 mos
Private Client Services, LLCBroker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Triad Advisors LLCBroker
March 2024 - April 2024 · 1 mo
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aedan Michael Wilkinson - Financial Advisor | TrueAdvisor