Best Investors Account Sign in
Inactive

Pierce Sarkis Aichinger

Edgerock Wealth Management

Denver, CO

CRD 7649369

Claim This Profile
Employer firm

Edgerock Wealth Management CRD 312325

$579M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

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

Current Employers
Edgerock Wealth Management

7001 East Belleview Ave Suite 800, Denver, CO 80237 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-08-23
  • CO RA
    APPROVED
    Since 2023-08-23

Branch Locations

7001 East Belleview Ave Suite 800, Denver, CO 80237 • 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
University Denver CO 05/2013 05/2020
Nora's Retro Denver CO 05/2019 02/2023
Edgerock Wealth Management Greenwood Village CO 03/2023 Present
  • 05/2013 → 05/2020
    University
    Denver, CO
  • 05/2019 → 02/2023
    Nora's Retro
    Denver, CO
  • 03/2023 → Present
    Edgerock Wealth Management
    Greenwood Village, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-25
  • S65 Uniform Investment Adviser Law Examination
    2023-05-25

View on SEC IAPD

Nearby Firms

EXCELLERE PARTNERS
ALPINE QUANTITATIVE MANAGEMENT, LLC
MORGAN STANLEY

Nearby Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz

Nearby Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO

More in Denver, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor