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Aaron Wiegman

Savvy

Del Mar, CA

New York, NY

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Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-24
  • CA RA
    APPROVED
    Since 2024-01-24

Branch Locations

Del Mar, CA • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Saybrus Partners Hartford CT 06/2013 03/2019
Saybrus Equity Services, Inc. Del Mar CA 06/2013 03/2019
Financial Sense Securities, Inc. San Diego CA 05/2019 01/2024
Financial Sense Advisors, Inc San Diego CA 05/2019 01/2024
Financial Sense Wealth Management Hartford CT 05/2019 01/2024
Savvy Del Mar CA 01/2024 Present
  • 06/2013 → 03/2019
    Saybrus Partners
    Hartford, CT
  • 06/2013 → 03/2019
    Saybrus Equity Services, Inc.
    Del Mar, CA
  • 05/2019 → 01/2024
    Financial Sense Securities, Inc.
    San Diego, CA
  • 05/2019 → 01/2024
    San Diego, CA
  • 05/2019 → 01/2024
    Financial Sense Wealth Management
    Hartford, CT
  • 01/2024 → Present
    Del Mar, CA
Previous Registrations
Other Businesses

FINANCIAL PLANNING ASSOCIATION OF SAN DIEGO- NOT INVESTMENT RELATED - PO Box 880936 San Diego, CA 92168 - BOARD MEMBER, SPONSOR CHAIR - STARTED 01/01/2024 FOR CURRENT POSITION. PRIOR COMMITTEE MEMBER SHINCE 01/2023- APPROXIMATELY 2-4 HOURS PER MONTH. TIME MAY BE DURING SECURITIES TRADING HOURS. WORKING WITH ASSOCIATED INDUSTRY CORPORATE SPONSORS TO HELP FUND ASSOCIATION ANNUAL EXPENSES AND MEETING COSTS. AARON WIEGMAN - NOT INVESTMENT RELATED - 424 STRATFORD CT. DEL MAR, CA 92014 - SERVICING CURRENT CLIENTS AND PROVIDING FIXED INSURANCE PRODUCTS - INSURANCE AGENT - STARTED 03/2002 - APPROXIMATELY LESS THAN 5 HOURS PER MONTH. TIME MAY BE DURING SECURITIES TRADING HOURS - INSURANCE SERVICES FOR LIFE INSURANCE, DISABILITY INSURANCE, LTC POLICIES AND SOME FIXED/INDEXED ANNUITIES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-17
S63 Uniform Securities Agent State Law Examination 2000-12-04
  • S66 Uniform Combined State Law Examination
    2019-06-17
  • S63 Uniform Securities Agent State Law Examination
    2000-12-04
Designations
Other Names
  • Aaron Michael Wiegman

View on SEC IAPD

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