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Toby Patrick Stannard

Aaron Wealth Advisors

Chicago, IL

CRD 7298949

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Employer firm

Aaron Wealth Advisors CRD 298079

$4.29B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • FINANCIAL CONSULTING

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

Current Employers
Aaron Wealth Advisors

515 N. State St. Suite 1770, Chicago, IL 60654 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-10-06
TX RA APPROVED 2020-10-06
  • IL RA
    APPROVED
    Since 2020-10-06
  • TX RA
    APPROVED
    Since 2020-10-06

Branch Locations

515 N. State St. Suite 1770, Chicago, IL 60654 • 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
Aaron Wealth Advisors Chicago IL 10/2020 Present
Northern Trust Chicago IL 05/2015 08/2019
Unemployed Chicago IL 08/2019 10/2020
  • 10/2020 → Present
    Aaron Wealth Advisors
    Chicago, IL
  • 05/2015 → 08/2019
    Northern Trust
    Chicago, IL
  • 08/2019 → 10/2020
    Unemployed
    Chicago, IL
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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