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Aaron Schroeder

Farmingbury Financial Services, LLC

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About Aaron Schroeder

Aaron Schroeder is a Connecticut-licensed insurance producer and an investment advisor representative. Aaron has been with Farmingbury Financial Services, LLC since June 1990. The firm provides financial planning and portfolio management services to individuals and charitable organizations. Aaron is also registered as an investment advisor representative with the state of Connecticut.

Firm Information

Aaron Schroeder is currently registered with Farmingbury Financial Services, LLC. Farmingbury Financial Services, LLC is a financial advisor headquartered in . They provide financial planning and portfolio management services to individuals, as well as charitable organizations. The firm currently has 1 licensed agents and 1 investment advisor representatives managing approximately $8.9 million in regulatory assets under management.

$8.87M

Assets Under Management

Not reported

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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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

% of assets under management by third party managers

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Aaron Schroeder’s Registration & Firm History

CT

04/29/1999 - Present

Farmingbury Financial Services, LLC (WOLCOTT CT)

CT

06/29/2004 - 04/18/2013

PURSHE KAPLAN STERLING INVESTMENTS (WOLCOTT CT)

MA

10/23/1989 - 05/28/2004

MAIN STREET MANAGEMENT COMPANY (BOSTON MA)

MA

11/18/1982 - 12/05/1989

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 07/20/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Schroeder.
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