Brandon
Boychuk

Aa Financial Advisors, LLC

CRD#6530494
Investment Advisor
in Columbus, OH

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About this Advisor

Brandon Boychuk is a certified financial planner operating in Columbus, Ohio with a total of 2 years of relevant experience. Boychuk is currently employed by Aa Financial Advisors, LLC. The advisor has gained experience at Antolino & Associates, Bny Mellon, John Carroll University - Technology Dept, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Kestra Investment Services, LLC. Boychuk holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Ohio. Aa Financial Advisors, LLC is a registered investment firm operating out of Columbus, OH. The company has a total of 14 employees. It controls $725 million in assets under management between its 1,641 client accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm serves eight charitable organizations. Of its 1,641 customer accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees charged by Aa Financial Advisors, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

150 E. Broad St. Suite 100
Columbus, OH 43215

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Aa Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$725,251,368

OH Average: $2,106,341,625
Total Number of Employees

14

OH Average: 34
Total Number of Accounts

1,641

OH Average: 1,972
Average Account Size

$441,957

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Brandon Boychuk Work History

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

2020 - Present (4 years)

Antolino & Associates

2020 - Present (4 years)

Kestra Investment Services, LLC

2019 - 2020 (1 year)

Bank Of America, N.A

2018 - 2020 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2018 (3 years)

Antolino & Associates

2013 - 2015 (2 years)

Bny Mellon

2009 - 2013 (4 years)

John Carroll University - Technology Dept

*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 Brandon Boychuk 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 Aa Financial Advisors, LLC

Brandon Boychuk
Columbus, OH
Christian Hertl
Columbus, OH
Nicholas Bowden
Columbus, OH
Maureen Armstrong
Columbus, OH
Ralph Antolino
Columbus, OH

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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