Aaron
Koscheski
Wedge Capital Management Llp
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About this Advisor
Aaron Koscheski is a chartered financial analyst operating out of Charlotte, North Carolina who has 2 years of industry experience. Koscheski is an advisor for Wedge Capital Management Llp. Over the course of their career, they have held roles at Wedge Capital Management Llp, Synechron, Centaurus Financial, Jp Tuner & Company, Dodie Anderson Academic Enrichment Center and University Of South Carolina. Koscheski holds a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in North Carolina. Wedge Capital Management Llp is an advisory company based in Charlotte, NC. It oversees $8 billion in assets across its 258 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 31 charitable organizations. Of its 258 customer accounts, just 4% belong to high-net-worth clients who have at least $1 million in investable assets. Wedge Capital Management Llp performs a few services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types billed by Wedge Capital Management Llp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wedge Capital Management Llp Brokerage Details
$8,113,000,000
29
258
$31,445,736
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Aaron Koscheski Work History
Aaron has been registered as a financial advisor for 2 years.*
Wedge Capital Management Llp
Synechron
Centaurus Financial
Jp Tuner & Company
University Of South Carolina
Dodie Anderson Academic Enrichment Center
University Of South Carolina
*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 Aaron Koscheski 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 Wedge Capital Management Llp
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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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