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Aaron Samuel Buckholtz

Investment Adviser Representative at CENTURY MANAGEMENT FINANCIAL ADVISORS

Austin, TXCRD #1561666Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
Exams Passed
8

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Aaron Samuel Buckholtz has worked in the securities industry since 1999.

Registrations & licenses

Registration type
Dual-registered
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/12/1995
Series 63
Uniform Securities Agent State Law Examination
Passed 8/29/1986
Series 3
National Commodity Futures Examination
Passed 2/26/1990
Series 7
General Securities Representative Examination
Passed 1/20/1990
Series 62
Corporate Securities Limited Representative Examination
Passed 10/26/1988
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/19/1988
Series 22
Direct Participation Programs Representative Examination
Passed 9/9/1986
Series 39
Direct Participation Programs Principal Examination
Passed 4/17/1987

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Asset tierAnnual rate
First $5 million1.00%
Over $5 million0.85%
Fixed income only accounts0.50%
401(k) Less than $1M0.55%
401(k) $1M to $2.499999M0.45%
401(k) $2.5M to $4.999999M0.35%
401(k) $5M to $9.999999M0.25%
401(k) $10M to $24.999999M0.20%
401(k) Over $25M0.00%
Source

Century Management Financial Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CENTURY MANAGEMENT FINANCIAL ADVISORSCurrent
1/22/1999Austin, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CENTURY MANAGEMENT FINANCIAL ADVISORS

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View CENTURY MANAGEMENT FINANCIAL ADVISORS firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aaron Samuel Buckholtz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Aaron Samuel Buckholtz - Financial Advisor in Austin, TX | AdvisorFinder