Investment adviser representative · Simmons Capital Group
Aaron M. Batkay
CRD 7754229 · Halfmoon, NY
At a glance
Aaron M. Batkay is an investment adviser representative with Simmons Capital Group in Halfmoon, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Aaron’s SEC record dates to 2024, about 2 years ago.
Current advisory firms
- Simmons Capital GroupSince April 2024Halfmoon, NY · $213M in regulatory assets
- Steward Advisors Group, LLCSince March 2024Halfmoon, NY · $105M in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Aaron’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.