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Aaron Joshua Ploscowe

Investment adviser representative at Advanced Asset Management Advisors, Inc.
14 yearsExperience
2 statesRegistered in
$651.3MFirm assets
23 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Advanced Asset Management Advisors, Inc.May 2020 to now
  2. Ftj Fundchoice, LLCSep 2012 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 66 · Uniform Combined State Law2004
  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 2 states (OH, TX).

Advanced Asset Management Advisors, Inc.

$651.3MAssets managed
309Clients
5Advisers
23 yearsIn 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
2663351
Firm CRD
119859
Advisor's SEC record (opens in a new tab)
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