Nicholas Grossi
Investment adviser representative at Aaron Wealth Advisors
10 yearsExperience
1 stateRegistered in
$4.3BFirm assets
8 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
10 years in the industry.
- Aaron Wealth Advisors LLCApr 2026 to now
- Cna SuretyJun 2024 to Mar 2026
- ScotiabankJun 2023 to Aug 2023
- Fort Washington Investment AdvisorsJun 2022 to Aug 2022
- University of MichiganAug 2020 to Apr 2024
- High School StudentApr 2016 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Aaron Wealth Advisors
Legal name: Aaron Wealth Advisors LLC
$4.3BAssets managed
176Clients
10Advisers
8 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
- 8255714
- Firm CRD
- 298079