Captrust
46yrs
Top advisor by experience at Captrust
20yrs
Aaron Wolfe
Financial advisor at Park Avenue Securities
Aaron Wolfe is a fiduciary financial advisor in Bethlehem, Pennsylvania, with 20 years in the industry. After two years at Wells Fargo Advisors and less than a year at Fidelity Personal and Workplace Advisors, Aaron joined Park Avenue Securities in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Park Avenue Securities reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 195 advisors with offices in Bethlehem, and one of 162 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 62% of advisors at Park Avenue Securities
OfficeBethlehem, PA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?1 state
Services through Park Avenue Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowPark Avenue Securities LLCCurrent firm
- 2021 – 2023Wells Fargo Clearing Services, LLCPreviously
- Apr 2021 – Jun 2021Fidelity Personal and Workplace AdvisorsPreviously
- 2017 – 2019Wells Fargo Clearing Services, LLCPreviously
- 2009 – 2016MerrillPreviously
Contact Aaron
(888) 600-4667Firm headquarters in New York, NY. Ask for Aaron. Bethlehem, PAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Aaron
How do I contact Aaron?
Call Park Avenue Securities at (888) 600-4667 and ask for Aaron Wolfe. Aaron works from the Bethlehem, PA office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 2006, about 20 years. More experience than 62% of advisors at Park Avenue Securities.
What licenses does Aaron hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Aaron a fiduciary?
Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aaron paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Aaron for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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