Aaron Ray Fisher
Investment adviser representative at Bison Wealth, LLC
20 yearsExperience
1 stateRegistered in
$2.7BFirm assets
7 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- American Global Wealth ManagementJan 2026 to now
- Bison Wealth, LLC.Apr 2025 to now
- Cape Securities, Inc.Sep 2022 to Jan 2026
- Terra Wealth Management, LLCSep 2022 to Mar 2025
- Pfs Investments, Inc.Jul 2007 to Sep 2022
- Primerica Financial ServicesMay 2006 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
Bison Wealth, LLC
$2.7BAssets managed
9,003Clients
61Advisers
7 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
- 5343214
- Firm CRD
- 299805