J., Christopher (Chris) Aiello
Aiello Wealth Management
285 Scotchbush RdBurnt Hills, NY 12027
5185982329
About Aiello Wealth Management
At Aiello Wealth Management, we serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.
See Disclosures
General Information
Firm Start Year
1924
CRD#
1763863
Firm CRD#
171070
States Licensed in
NY,VT ,TN,FL AZ,MA
Years of Experience in Financial Services
20
Number of Years with Current Firm
1
Work Experience
Aiello Wealth Management, LLC was founded by Christopher Aiello in 2023 where he delivers customized, transformative financial solutions.
While working for large corporate wealth management firms, Christopher noticed the financial services market was not meeting all of his clients needs. Aiello Wealth Management was founded on the premise that each client is unique, has different financial goals and objectives. There is no one size fits all financial solution.
What differentiates Aiello Wealth Management from others in the industry is the unique partnership that is formed with each and every client. We are open and transparent in everything we do for our clients.
We are strategic and comprehensive in our financial planning. We are both tax efficient and cost efficient in our investment management.
Aiello Wealth Management is dedicated to setting our clients on a secure path to retirement.
Work with the following types of clients
Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors
Advisory Services Provided
Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
JD
Securities Licenses
Series 65
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$150,000.00
Compensation Methods
Based on Assets, Flat Fee
Education
Juris Doctor - Law
Western Michigan University
1990 -1993
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1891899/financialplanners-Aiello-Wealth-Management-detailed-disclosure.html