Aidan Alexander Klein
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$390BFirm 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 assetsHourlyFixed or flat feeCommissionsOther
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.
- The Kelton Financial GroupJan 2026 to now
- Raymond James Financial Services Advisors, Inc.Aug 2023 to now
- Raymond James Financial Services, Inc.Aug 2023 to now
- Guardian Life InsuranceFeb 2023 to Aug 2023
- Park Avenue SecuritiesFeb 2023 to Aug 2023
- Wealth Advisory GroupJan 2023 to Feb 2023
- Beyond Wealth Management Group, LLCJan 2021 to Dec 2022
- The Accounting Office of Tom FucitoJan 2020 to Jun 2020
- Foxfire Mountain HouseMay 2016 to Aug 2021
- Suny New PaltzJan 2016 to Dec 2019
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7334231
- Firm CRD
- 149018