Tomasz Gogola
Investment adviser representative at Aaron Wealth Advisors
11 yearsExperience
2 statesRegistered in
CFADesignation
$4.3BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Aaron Wealth AdvisorsJun 2023 to now
- Mainstreet Investment AdvisorsFeb 2022 to Jun 2023
- Equitable Advisors, LLCOct 2018 to Feb 2022
- Wells, Roselieb & Raia Mgmt.Oct 2018 to Feb 2022
- AXA Advisors, LLCOct 2018 to Jun 2020
- Lbmz Securities, Inc.Jun 2015 to Sep 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (IL, IN).
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
- 6526734
- Firm CRD
- 298079