Aaron Skloff
Investment adviser representative at Skloff Financial Group
20 yearsExperience
1 stateRegistered in
CFADesignation
$114MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Himmelstein FinancialOct 2018 to now
- Fgcu AcademyDec 2016 to now
- Skloff Financial GroupFeb 2006 to now
- Independent Insurance AgentFeb 2006 to now
- Purshe Kaplan Sterling InvestmentsFeb 2006 to Dec 2024
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1992
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (FL).
Skloff Financial Group
Legal name: Skloff, Aaron
$114MAssets managed
444Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2246558
- Firm CRD
- 139475