Aidan Alexander Klein

Current Employers

Employment History

• 05/2016 → 08/2021
  Foxfire Mountain House
  Mount Tremper, NY
• 01/2020 → 06/2020
  The Accounting Office Of Tom Fucito
  Cairo, NY
• 01/2021 → 12/2022
  Beyond Wealth Management Group, Llc
  New Paltz, NY
• 01/2023 → 02/2023
  Wealth Advisory Group
  Latham, NY
• 02/2023 → 08/2023
  Park Avenue Securities
  Latham, NY
• 02/2023 → 08/2023
  Guardian Life Insurance
  Latham, NY
• 08/2023 → Present
  Raymond James Financial Services, Inc.
  Latham, NY
• 08/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Latham, NY
• 01/2016 → 12/2019
  Suny New Paltz
  New Paltz, NY

Previous Registrations

• 2023-05-04 → 2023-06-15
  Park Avenue Securities Llc
  Latham, NY
• 2021-08-31 → 2022-12-15
  Beyond Wealth Management Group, Llc
  New Paltz, NY

Other Businesses

(1) Name of Business: Albany Bootleggers Rugby Club Address: 92 Hackett Boulevard, Albany, NY, 12209, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 06/29/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect sports team dues to add to the Rugby Team's checking account to cover travel costs/food/etc. (2) Name of Business: La Casa De Los Valencias Address: 92 Hackett Boulevard, Albany, NY, 12209, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 12/31/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assistant Wedding Planner; I have no responsibilities outside of day-of coordination. Assembly of decorations/florals, liaison between the Wedding Planner and food service/DJ booth.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-04-21
• S65 Uniform Investment Adviser Law Examination
  2020-12-31

Designations