Aimee
Adler
Shufro, Rose & Co., LLC
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About this Advisor
Aimee Adler is a financial advisor based in New York, New York, working with Shufro, Rose & Co., LLC. Aimee has previously held positions at Th Village Toymaker At The Children'S Museum Of Memphis, Urj Henry S. Jacobs Camp, Tulane University - A.B. Freeman School Of Business, Reynolds Bone & Griesbeck Plc, Giella Custom Blend Cosmetics, Curtin University, Ralph Lauren Corporation, Tulane University, Union For Reform Judaism, Payne Capital Management, Round Table Wealth Management, Cerity Partners LLC, and Shufro, Rose & Co., LLC. Aimee has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Aimee is part of Shufro, Rose & Co., LLC, which operates out of New York, New York. The firm has 26 employees and manages assets totaling $2.0 billion. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Shufro, Rose & Co., LLC includes asset-based and fixed fees.
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Shufro, Rose & Co., LLC Brokerage Details
$2,000,848,944
26
1,324
$1,511,215
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Aimee Adler Work History
Shufro, Rose & Co., LLC
Round Table Wealth Management
Cerity Partners LLC
Payne Capital Management
Urj Henry S. Jacobs Camp
Union For Reform Judaism
Ralph Lauren Corporation
Giella Custom Blend Cosmetics
Curtin University
Urj Henry S. Jacobs Camp
Tulane University - A.B. Freeman School Of Business
Reynolds Bone & Griesbeck Plc
Th Village Toymaker At The Children'S Museum Of Memphis
Tulane University
Tulane University - A.B. Freeman School Of Business
Disclosures
Please visit the SEC profile of Aimee Adler 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 Shufro, Rose & Co., LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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