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Aidan Joseph Mcdaniel

1 Year of Experience
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

131 W. Wing St., Arlington Heights, IL, 60005

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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

Aidan operates under the DBA Providence Private Wealth for his LPL business and provides investment advisory services through NewEdge Advisors. Both activities are investment-related and each takes nearly full-time.

Employment History
Current Registrations
Newedge Advisors
February 2025 - Present · 1 yr
Previous Registrations
LPL Financial LLCBroker
June 2024 - December 2024 · 6 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.