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Aaron Jacob Sallen

Merion Road Capital Management LLC

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About Aaron Jacob Sallen

Aaron Sallen is a registered Investment Advisor Representative with Merion Road Capital Management LLC. Aaron holds Series 63 and Series 65 licenses and has been in the industry since 2006. Prior to joining Merion Road Capital Management LLC, Aaron held positions at Macquarie Capital (USA) Inc. and Dresdner Kleinwort Securities LLC. In addition to being a representative with Merion Road Capital Management LLC, Aaron also owns and manages MRCM GP, LLC. Aaron's investment specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Aaron Sallen is currently registered with Merion Road Capital Management LLC. Merion Road Capital Management LLC is an investment advisor managing $23.6 million in assets for 38 clients. The firm provides portfolio management services to individuals, businesses, and pooled investment vehicles. They are registered with the SEC.

$23.60M

Assets Under Management

23

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Aaron Sallen’s Registration & Firm History

FL

03/05/2021 - Present

Merion Road Capital Management LLC (MIAMI SHORES FL)

NY

03/28/2008 - 07/26/2010

MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)

NY

09/07/2006 - 12/18/2006

DRESDNER KLEINWORT SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/15/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/25/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/06/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Jacob Sallen.
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