Eric
Faidley

Ae Wealth Management, LLC

CRD#7009168
Investment Advisor
in York, PA

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About this Advisor

Eric Faidley is a financial advisor working in York, Pennsylvania with 1 year of relevant experience. Faidley is currently employed by Ae Wealth Management, LLC. Over the course of their career, Faidley has held roles at Wells Fargo Bank, Maple Lawn Entertainment, Home Depot, Santander Bank, Ae Wealth Management LLC and Ilgenfritz Financial Group. Faidley has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania. Ae Wealth Management, LLC is a business based out of Topeka, KS. It has offices in 450 locations and a total of 571 financial advisors. It administers $19 billion in assets under management across its 160,475 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 71 charities and foundations. Of its 160,475 client accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Ae Wealth Management, LLC has a diverse array 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, publication of newsletters and educational seminars. A financial advisor's fees typically are based on which services the firm provides the client. However, fee types billed by Ae Wealth Management, LLC likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1603 Rodney Road
York, PA 17408

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$19,248,840,448

PA Average: $2,243,162,756
Total Number of Employees

571

PA Average: 44
Total Number of Accounts

160,475

PA Average: 4,091
Average Account Size

$119,949

PA Average: $548,316

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

Eric Faidley Work History

Eric has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Ae Wealth Management LLC

2022 - Present (2 years)

Ilgenfritz Financial Group

2019 - 2022 (3 years)

Santander Bank

2016 - 2019 (3 years)

Wells Fargo Bank

2013 - 2014 (1 year)

Home Depot

2007 - 2016 (9 years)

Maple Lawn Entertainment

*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 Eric Faidley 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 Ae Wealth Management, LLC

William Sneckner
Englewood, CO
Suzanne Maassel
Maumee, OH
Gabriela Nioce
Topeka, KS
Shawn Mueller
Southfield, MI
Vincent Buttaro
Topeka, KS
Russell Strickler
Brighton, MI
Ashley Robinson
Denver, CO
John Del-Zio
Topeka, KS

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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