Trenton Allen Shady
Investment adviser representative at Ae Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$49.8BFirm assets
10 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
10 years in the industry.
- Ae Wealth Management, LLCJan 2026 to now
- Carolina Retirement PlannersOct 2025 to now
- Take It Away Trash Valet, LLCOct 2025 to now
- Tilia Fiduciary Partners, Inc.Sep 2024 to Sep 2025
- The Wall PrinterJan 2023 to Aug 2024
- Cameron School of BusinessDec 2022 to May 2024
- Signature Transportation ServicesMay 2021 to Aug 2021
- University of North Carolina At WilmingtonAug 2020 to May 2024
- Colorworld HousepaintingMay 2020 to Aug 2020
- Concord Swim ClubMay 2019 to Jul 2019
- Concord High SchoolMay 2018 to May 2020
- Rockhill High SchoolAug 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 8022627
- Firm CRD
- 282580