linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cole Edwin Aaronson

A.g.p. / Alliance Global Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cole? Claim Your Profile

About Cole Edwin Aaronson

Cole Aaronson is a financial advisor with over 8 years of experience in the financial services industry. Cole is currently registered with A.G.P. / Alliance Global Partners, a firm headquartered in Westport, CT. Cole is also registered as an Investment Advisor Representative in Arizona, California, Connecticut, Florida, New Jersey, New York, North Carolina, South Carolina, and Texas. Cole has passed both the Series 7 and 63 exams. Cole is a CERTIFIED FINANCIAL PLANNER™. Cole has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Cole specializes in providing financial planning, portfolio management, and investment advisory services.

Firm Information

Cole Aaronson is currently registered with A.g.p. / Alliance Global Partners. A.g.p. / Alliance Global Partners is a Limited Liability Company with a main office in Westport, Connecticut, and has been operating since July 2022. The firm has over 238 registered representatives and manages over $1.6 billion in regulatory assets. A.g.p. / Alliance Global Partners provides a variety of advisory services, including financial planning, portfolio management for individuals and businesses, selection of other advisors, and portfolio management for pooled investment vehicles. They cater to a diverse range of clients, including individuals, high-net-worth individuals, businesses, corporations, and charitable organizations.
A.g.p. / Alliance Global Partners

88 POST ROAD WEST

WESTPORT, CT 06880

$1.69B

Assets Under Management

Not reported

Total Clients

175

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

check

other

Sub-adviser of pooled investment vehicle charges a performance f

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cole Aaronson’s Registration & Firm History

NY

10/27/2021 - Present

A.g.p. / Alliance Global Partners (New York NY)

NJ

10/02/2014 - 06/21/2021

DAVID LERNER ASSOCIATES, INC. (LAWRENCEVILLE NJ)

Not sure if Cole Edwin Aaronson is right for you?

Licenses & Designations

IA

Issued 06/02/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/20/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Cole Edwin Aaronson.
Not sure if Cole Edwin Aaronson is right for you?