Aaron
Bleggi

Woodbury Financial Services, Inc

CRD#4529957
Investment Advisor
in Saint Marys, PA

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About this Advisor

Aaron Bleggi is a financial advisor who works in Saint Marys, Pennsylvania who has 11 years of relevant experience. Bleggi currently works for Woodbury Financial Services, Inc. Their career trajectory has included roles at Cpi Wealth Management and Woodbury Financial Services, Inc. Bleggi maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Woodbury Financial Services, Inc is an advisory business operating out of Saint Paul, MN. The investment advisory business has offices in 1,038 locations and a total of 3,002 employees. It oversees $19 billion in assets under management across its 101,950 accounts, placing it among the largest firms in the country by assets under management. The firm advises 184 charitable organizations. Of its 101,950 customer accounts, just 11% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Woodbury Financial Services, Inc provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually are based on which services are provided. However, fee types charged by Woodbury Financial Services, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

105 North Michael Street Suite 101
Saint Marys, PA 15857

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

PA Average: $5,289,111,388
Total Number of Employees

3,002

PA Average: 157
Total Number of Accounts

101,950

PA Average: 8,262
Average Account Size

$189,097

PA Average: $640,173

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
  • Educational seminars/workshops

Aaron Bleggi Work History

Aaron has been registered as a financial advisor for 11 years.*

2011 - Present (13 years)

Woodbury Financial Services, Inc

2010 - Present (14 years)

Cpi Wealth Management

*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 Bleggi 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 Woodbury Financial Services, Inc

Mary Cousineau
Alpena, MI
Shannon Parks
Glenwood, IA
Gary Kostowski
Claremont, NH
Michael Kirkpatrick
Sparks, NV
Stephen Mohyla
Fairfax, VA
Christopher Simon
Mount Joy, PA
Leandro Fenster
Melville, NY

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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