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Vincent Dominic Barone

Investment adviser representative at Aaron Wealth Advisors
10 yearsExperience
1 stateRegistered in
$4.3BFirm assets
8 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

Experience

10 years in the industry.

  1. Aaron Wealth Advisors LLCJan 2019 to now
  2. Wells Fargo Clearing Services, LLCJul 2016 to Jan 2019

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 1 state (IL).

Aaron Wealth Advisors

Legal name: Aaron Wealth Advisors LLC

$4.3BAssets managed
176Clients
10Advisers
8 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
6496541
Firm CRD
298079
Advisor's SEC record (opens in a new tab)
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