Amelia
Shechet
Ae Wealth Management, LLC
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About this Advisor
Amelia Shechet is a financial advisor based in Hendersonville, North Carolina, working with Ae Wealth Management, LLC. Amelia has previously held positions at Ae Wealth Management, LLC, Gaston Business Association, Western North Carolina Ordinariate, Appalachian Coffee Company, Nellies Southern Kitchen, Belmont Abbey College, Hendersonville High School, Middle School & High School, J Biance Financial, and J Biance Wealth Management. Amelia has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Amelia is part of Ae Wealth Management, LLC, which operates out of Hendersonville, North Carolina. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$27,082,623,332
578
277,294
$97,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Amelia Shechet Work History
Ae Wealth Management, LLC
J Biance Wealth Management
J Biance Financial
Gaston Business Association
Western North Carolina Ordinariate
Appalachian Coffee Company
Nellies Southern Kitchen
Belmont Abbey College
Hendersonville High School
Middle School & High School
Disclosures
Please visit the SEC profile of Amelia Shechet to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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