Alexander
Fedynsky

Aaron Wealth Advisors

CRD#5023309
Investment Advisor
in Newport Beach, CA

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About this Advisor

Alexander Fedynsky is a financial advisor based in Newport Beach, California who has 1 year of relevant experience. Fedynsky is on the advisory team at Aaron Wealth Advisors. Their career trajectory has included roles at The Ayco Company, L.P./Mercer Allied, Goldman Sachs & Co. LLC, Goldman Sachs Ayco Personal Financial Management, Aaron Wealth Advisors and Mercer Allied Company, L.P. Fedynsky maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. Aaron Wealth Advisors is an advisory business operating out of Chicago, IL. The firm has a total of 13 people on staff. It oversees $2 billion in assets under management among its 974 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 974 client accounts, 84% are held by high-net-worth clients who have greater than $1 million in assets. The firm has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by Aaron Wealth Advisors most likely include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

520 Newport Center Dr Suite 100
Newport Beach, CA 92660

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Aaron Wealth Advisors Brokerage Details

Total Assets Under Management

$1,589,522,371

CA Average: $6,674,516,078
Total Number of Employees

13

CA Average: 44
Total Number of Accounts

974

CA Average: 2,564
Average Account Size

$1,631,953

CA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Alexander Fedynsky Work History

Alexander has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Aaron Wealth Advisors

2021 - 2022 (1 year)

Goldman Sachs & Co. LLC

2006 - 2022 (16 years)

Goldman Sachs Ayco Personal Financial Management

2005 - 2021 (16 years)

The Ayco Company, L.P./Mercer Allied

2005 - 2021 (16 years)

Mercer Allied Company, L.P

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alexander Fedynsky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aaron Wealth Advisors

Adrianna Stasiuk
Chicago, IL
Vincent Barone
Chicago, IL
Toby Stannard
Chicago, IL
Gary Hirschberg
Chicago, IL
Alexander Fedynsky
Newport Beach, CA
Jennifer Barry
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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