AEI Securities, Inc.

Broker-DealerFINRA MemberEst. 1971
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
St Paul, Minnesota
CRD number
6158
Registered since
November 19, 1971

Firm profile

FINTRX

Overview

AEI Securities, Inc. is organized as a corporation and has been registered with the SEC since 1971. The ownership is listed as a domestic entity and/or individual, and the firm is classified in the dataset as unclassified rather than under a standard advisory category. The record flags the firm as not functioning as a capital allocator and not identifying as an active ESG investor. It is also noted as not being a multi-state adviser, not acting as a pension consultant, and not classified as a related adviser. The firm did not supply descriptive material about its advisory or business activities, client segments, or fee structure in the provided dataset.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • John Bruno

    John Bruno

    Compliance ConsultantCRD 2854977

  • Patricia Johnson

    Executive DirectorCRD 259984

  • Paula Tillett

    Paula Tillett

    Executive Vice PresidentCRD 2096668

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

St Paul, MN

Ramsey

Location

St Paul, MN

Headquartered in St Paul, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Ramsey
Address
1300 Wls Fargo 7 Pl St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth