Aiden Cox
Investment Adviser Representative at Canter Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Aiden Cox is an investment adviser representative with Canter Wealth in La Jolla, CA, where they have been registered since 2024. They have worked in the securities industry since 2021 and were previously registered with Northwestern Mutual Investment Services, LLC. They have passed 3 industry qualification exams, including the Series 63 (state securities agent) and Series 6 (investment company and variable products). They are registered to provide investment advice in California.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Northeastern UniversityJan 2019 – Jun 2021East Boston, MA
- RSM US LLPJan 2020 – Jun 2020Boston, MA
- Marine Corps HQSep 2013 – Jan 2019Washington DC, DC
- Northwestern Mutual Investment Services LLCJun 2021 – Jan 2024San Diego, CA
- Canter WealthMar 2023 – no end date reportedLa Jolla, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Canter Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Firm account minimum
- $750,000 (waivable)
- First $1,000,0001.00%
- Next $1,000,0000.95%
- Next $1,000,0000.90%
- Next $2,000,0000.85%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- La Jolla, CA
- SEC file number:
- 801-117802
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 10, 2026
View full firm profileOther advisors at Canter Wealth
6 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aiden Cox 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.
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