Aaron Matthew Gagnier
Investment adviser representative at Success Wealth Management LLC
11 yearsExperience
2 statesRegistered in
$110.5MFirm assets
2 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.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Success Wealth Management, LLCJan 2019 to now
- Independent Agent dba Charter Financial GroupJul 2015 to now
- Questar Asset ManagementDec 2017 to Jan 2019
- Capital AnalystsNov 2016 to Nov 2017
- Lincoln InvestmentMay 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
Success Wealth Management LLC
$110.5MAssets managed
821Clients
15Advisers
2 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
- 4426756
- Firm CRD
- 299094