Investment adviser representative · Payne Capital Management, LLC
Aaron Dessen
CRD 6909889 · Blue Bell, PA
At a glance
Aaron Dessen is an investment adviser representative with Payne Capital Management, LLC in Blue Bell, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Aaron’s SEC record dates to 2018, about 8 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Payne Capital Management, LLCSince February 2018Blue Bell, PA · $1.3B in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at Payne Capital Management, LLC
- Christopher R. PayneBlue Bell
- Robert J. PayneBlue Bell
- Francesca LagrotteriaNew York
- Ryan M. PayneNew York
- Miranda N. PietrangeloNew York
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