Aaron Matthew Batkay
Investment adviser representative at Steward Advisors Group, LLC
11 yearsExperience
2 statesRegistered in
$105.4MFirm assets
4 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
Experience
11 years in the industry.
- Simmons Capital GroupJan 2024 to now
- Steward Advisors Group, LLCJan 2024 to now
- Young LifeJul 2023 to now
- Arete Wealth Advisors LLCSep 2023 to Jan 2024
- Rise Nutrition LLCSep 2022 to Jun 2023
- Young LifeSep 2015 to Aug 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Steward Advisors Group, LLC
$105.4MAssets managed
109Clients
8Advisers
4 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
- 7754229
- Firm CRD
- 321846