Aaron Joseph Bly
Investment adviser representative at Amicus Financial Advisors, LLC
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$550.9MFirm assets
Are you Aaron Joseph Bly? Claim your profile
Contact this firm
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
Experience
13 years in the industry.
- Amicus Financial Advisors, LLCMay 2021 to now
- J Ferg ProsMay 2020 to Aug 2020
- Pfg AdvisorsSep 2019 to May 2020
- 4ore! GolfNov 2017 to Oct 2021
- Academy Sports + OutdoorsAug 2017 to Nov 2017
- High SchoolAug 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (NM, TX, UT).
Amicus Financial Advisors, LLC
$550.9MAssets managed
748Clients
19Advisers
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
- 7172603
- Firm CRD
- 131315