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Aerie Advisory Group LLC CRD 333610
$2.52B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3025 Harborview Drive, Gig Harbor, WA 98335 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anacapa, Llc | Gig Harbor | WA | 04/2006 | Present |
| Aerie Advisory Group, Llc | Gig Harbor | WA | 09/2024 | Present |
| Aerie Advisory Group, Llc | Gig Harbor | WA | 01/2025 | Present |
Roman Guy Brent provides investment-related consultation and research to a small number of private foundations and family trusts, as well as investment committee or board representation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-11 |
| S66 | Uniform Combined State Law Examination | 2002-11-11 |
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