Aaron Donald Massey

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 04/2025
  Ubs Financial Services Inc.
  Tulsa, OK
• 04/2025 → Present
  Newedge Securities, Llc
  Pittsburgh, PA
• 04/2025 → Present
  Newedge Advisors
  New Orleans, LA

Previous Registrations

• 2014-06-16 → 2025-04-14
  Ubs Financial Services Inc.
  Tulsa, OK

Other Businesses

1. Sidecar Asset Management, LLC* Tulsa, OK*Yes Invest*RIA*10/26/09*Owner*founder and wealth advisor*200 Hrs/135 non market Hrs 2.Monscierge, Inc*No Invest*Oklahoma City, OK *Software Company*7/14/14*investor*0 Hrs 3.TIG VII*No Invest*Tulsa, OK*real estate*6/2/14*llc member* 0 HRs 4.324 E 3rd St, LLC* No Invest*Tulsa, OK*real estate*6/2/14*equity member*0 Hrs 5. Protective Life*Yes Invest*Birmingham, AL *Life Insurance issued through Protective Insurance*3/19/26*Owner*investment manager*1 Hr trade/0 Non trade

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-16
• S63 Uniform Securities Agent State Law Examination
  2012-11-29

Other Names

• Aaron Massey
• Aaron Donald Massey
• Aaron Donald Donald Massey