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Aaron Matthew Gagnier

Success Wealth Management LLC

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About Aaron Matthew Gagnier

Aaron Gagnier is a financial advisor with Success Wealth Management LLC. Aaron is a Registered Investment Advisor, holding the Series 63, Series 65, and Series 66 licenses. Prior to joining Success Wealth Management LLC, Aaron worked for Lincoln Investment, VALIC Financial Advisors, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and Grayson Financial LLC. Aaron specializes in financial planning and portfolio management for individuals. Aaron also works as an independent agent for Charter Financial Group.

Firm Information

Aaron Gagnier is currently registered with Success Wealth Management LLC. Success Wealth Management LLC is a registered investment advisor based in Wexford, Pennsylvania. The firm provides financial planning and portfolio management services to individuals, corporations, and high net worth individuals. With 13 licensed agents, the firm manages approximately $66 million in assets. Success Wealth Management LLC has a strong track record of delivering personalized financial solutions to their clients. They are committed to helping their clients achieve their financial goals through a comprehensive approach to wealth management.
Success Wealth Management LLC

11676 PERRY HIGHWAY

WEXFORD, PA 15090

$66.00M

Assets Under Management

Not reported

Total Clients

12

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Aaron Gagnier’s Registration & Firm History

RI

01/28/2019 - Present

Success Wealth Management LLC (Warwick RI)

RI

05/26/2016 - 11/06/2017

LINCOLN INVESTMENT (Warwick RI)

MA

10/14/2004 - 08/10/2006

VALIC FINANCIAL ADVISORS, INC. (WALTHAM MA)

MN

10/29/2002 - 09/25/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/29/2002 - 09/25/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NJ

07/18/2001 - 07/09/2002

GRAYSON FINANCIAL LLC (RED BANK NJ)

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Licenses & Designations

BOTH

Issued 07/28/2016

Series 66 - Uniform Combined State Law Examination

IA

Issued 03/03/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Matthew Gagnier.
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