Aaron Nicholas Fry
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
18 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- CaptrustAug 2025 to now
- Capfinancial Partners LLC (captrust)Feb 2024 to now
- Volaris GroupJul 2023 to Jan 2024
- Newbauer Maniet Financial ServicesMay 2022 to Jul 2023
- The North FaceAug 2021 to Mar 2023
- Slippery Rock UniversityAug 2020 to Dec 2023
- VansOct 2019 to Aug 2021
- TSS PhotographySep 2018 to Jun 2020
- BJS Yellow Creek InnJul 2018 to Oct 2019
- Mt. Lebanon School DistrictAug 2008 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Captrust
Legal name: Capfinancial Partners, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7554785
- 175112