Dino Dziergas
Investment adviser representative at Ae Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$49.8BFirm assets
10 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
10 years in the industry.
- Ae Wealth Management, LLCDec 2025 to now
- Bayview Wealth ManagementDec 2025 to now
- Big Financial Services LLCJan 2025 to Nov 2025
- Foundations Investment AdvisorsJan 2025 to Nov 2025
- Act AdvisorsJan 2024 to Oct 2024
- Pruco Securities, LLCMar 2022 to Jan 2024
- The Prudential Insurance Company of AmericaMar 2022 to Jan 2024
- W&s Brokerage ServicesNov 2020 to Mar 2022
- Western Southern LifeSep 2020 to Mar 2022
- French Broad OutfittersJun 2020 to Aug 2020
- Foundry HotelMay 2019 to Sep 2020
- Fabtec IncMay 2018 to Aug 2018
- AutobellMay 2017 to Aug 2017
- Unc AshevilleAug 2016 to May 2020
- Ussf NcAug 2015 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 7091679
- Firm CRD
- 282580