Maxwell
Aaron

Proshare Advisors LLC

CRD#6931266
Investment Advisor
in New York, NY

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About this Advisor

Maxwell Aaron is a financial advisor based in New York, New York with 2 years of relevant experience. Aaron is on the advisory team at Proshare Advisors LLC. Throughout their career, Aaron has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, U.S. Figure Skating, University Of Colorado, Bank Of America, N.A, United Capital Financial Advisers, LLC, Maia Wealth, LLC, Jackson Enterprises, Profunds Distributors, Inc and Proshares Advisors, LLC. Aaron maintains Series 66 and Series 63 licenses, certifying them as a securities broker, and is approved to operate in Maryland. Proshare Advisors LLC is a financial advisory business operating out of Bethesda, MD. It controls $53 billion in assets among its 121 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. Proshare Advisors LLC offers a few services, such as portfolio management for investment companies and other services. Fees for financial advice vary depending on which services the firm provides the client. Fees billed by Proshare Advisors LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

2 years

Services Offered

Portfolio management for investment companies, Other

Fee Structure

Percentage of Assets

Office Location

250 West 55Th Street
New York, NY 10019

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Proshare Advisors LLC Brokerage Details

Total Assets Under Management

$53,251,436,325

NY Average: $6,889,882,315
Total Number of Employees

98

NY Average: 45
Total Number of Accounts

121

NY Average: 765
Average Account Size

$440,094,515

NY Average: $9,006,382

Investment Advisory Services

  • Portfolio management for investment companies
  • Other

Maxwell Aaron Work History

Maxwell has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Profunds Distributors, Inc

2021 - Present (3 years)

Proshares Advisors, LLC

2021 - 2021 (< 1 year)

Maia Wealth, LLC

2020 - 2021 (1 year)

Jackson Enterprises

2019 - 2020 (1 year)

United Capital Financial Advisers, LLC

2018 - 2019 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2019 (1 year)

Bank Of America, N.A

2014 - 2017 (3 years)

University Of Colorado

2010 - 2018 (8 years)

U.S. Figure Skating

*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 Maxwell Aaron 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 Proshare Advisors LLC

John Speicher
Bethesda, MD
Edward Stauderman
Bethesda, MD
Timothy Salzman
Bethesda, MD
Troy Goldstein
Bethesda, MD
Jeremy Herskowitz
New York, NY
Maxwell Aaron
New York, NY
Michael Hurley
Bethesda, MD
William Breen
Bethesda, MD

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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