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William Baldwin Aaron

Focus Partners Wealth, LLC

Livingston, NJ

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-12-10
NY RA APPROVED 2025-11-25
  • NJ RA
    APPROVED
    Since 2025-12-10
  • NY RA
    APPROVED
    Since 2025-11-25

Branch Locations

290 W Mt Pleasant Ave Suite 2310, Livingston, NJ 07039 • 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
Merrill Lynch New York NY 08/2024 10/2025
Loyola University Maryland Baltimore MD 08/2019 12/2020
Avon Old Farms Avon CT 08/2015 05/2019
Bank Of America, Merrill Lynch Pasadena CA 06/2022 08/2022
University Of Southern California Los Angeles CA 01/2021 05/2023
Bank Of America, N.A. Northridge CA 07/2023 08/2024
Focus Partners Wealth, Llc Boston MA 11/2025 Present
  • 08/2024 → 10/2025
    Merrill Lynch
    New York, NY
  • 08/2019 → 12/2020
    Loyola University Maryland
    Baltimore, MD
  • 08/2015 → 05/2019
    Avon Old Farms
    Avon, CT
  • 06/2022 → 08/2022
    Bank Of America, Merrill Lynch
    Pasadena, CA
  • 01/2021 → 05/2023
    University Of Southern California
    Los Angeles, CA
  • 07/2023 → 08/2024
    Bank Of America, N.A.
    Northridge, CA
  • 11/2025 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-22
  • S66 Uniform Combined State Law Examination
    2023-09-22
Other Names
  • William Baldwin Aaron
  • William Aaron

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · LIVINGSTON, NJ
WASHINGTON CROSSING ADVISORS LLC · Florham Park, NJ
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC · FLORHAM PARK, NJ
LPL FINANCIAL LLC · FLORHAM PARK, NJ
NEWEDGE ADVISORS · Florham, NJ
OZE CAPITAL LLC · FLORHAM PARK, NJ
&PARTNERS · Florham Park, NJ
CETERA INVESTMENT ADVISERS LLC · FLORHAM PARK, NJ

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