Aaron James Belletsky
Investment adviser representative at Landmark Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$442MFirm assets
11 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
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Landmark Wealth Management, LLCAug 2023 to now
- Sun LifeJun 2022 to Jul 2023
- Rcn CapitalSep 2021 to May 2022
- Rcn CapitalMay 2021 to Aug 2021
- UpsApr 2021 to Aug 2021
- Self-employedMar 2021 to Aug 2021
- The University of ConnecticutMay 2019 to May 2022
- GeisslersJun 2017 to May 2019
- Unemployed - StudentApr 2017 to May 2017
- Granby Parks DepartmentDec 2016 to Mar 2017
- Umemployed - StudentAug 2013 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Landmark Wealth Management, LLC
$442MAssets managed
296Clients
6Advisers
11 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
- 7805603
- Firm CRD
- 158693