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Aaron Dessen

Payne Capital Management, LLC

Blue Bell, PA

New York, NY

Penn Valley, PA

CRD 6909889

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Employer firm

Payne Capital Management, LLC CRD 147119

$1.34B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Payne Capital Management, Llc

231 West 29Th Street Suite 1002, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-02-02
  • PA RA
    APPROVED
    Since 2018-02-02

Branch Locations

564 Skippack Pike Suite 300, Blue Bell, PA 19422 • United States

231 West 29Th Street Suite 1002, New York, NY 10001 • United States

Penn Valley, PA • 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
Cgo Consultants Philadelphia PA 07/2014 10/2016
Bridget's Steakhouse Ambler PA 09/2012 01/2018
Payne Capital Management Blue Bell PA 02/2017 Present
  • 07/2014 → 10/2016
    Cgo Consultants
    Philadelphia, PA
  • 09/2012 → 01/2018
    Bridget's Steakhouse
    Ambler, PA
  • 02/2017 → Present
    Payne Capital Management
    Blue Bell, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-22
  • S65 Uniform Investment Adviser Law Examination
    2018-01-22
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED

Nearby Investors

MICHAEL PATRICK WEBER
SEAN Anthony MILLER
JON PHILIP MICHAEL SOBOTKIN

Nearby Offices

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC · BLUE BELL, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BLUE BELL, PA
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC · BLUE BELL, PA

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