Aidan Joseph Nash
Investment adviser representative at Assetmark, Inc.
12 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Assetmark, Inc.Jun 2025 to now
- Assetmark Brokerage, LLCJun 2025 to now
- Assetmark Financial Holdings, IncMay 2025 to now
- Eagle Strategies LLCOct 2024 to Apr 2025
- Nylife Securities LLCApr 2024 to Apr 2025
- Cn Results Financial Group LLCJan 2023 to Apr 2025
- University of ArizonaAug 2019 to May 2023
- Chandler Gilbert Community CollegeAug 2018 to Aug 2019
- Hamilton High SchoolJul 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 7702089
- Firm CRD
- 109018