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Aeternitas Investment Management, LLC CRD 338936
$173M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
85 S. Main St Suite 203, Yardley, PA 19067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yardley | PA | 05/2011 | Present |
| Aeternitas Investment Management, Llc | Yardley | PA | 12/2025 | Present |
| Apex Financial Advisors | Yardley | PA | 10/2016 | 12/2025 |
| Unemployed | Newtown | PA | 08/2016 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-23 |
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