Aimee Adler
Shufro, Rose & · New York, New York
Aimee Adler is a fee-only financial advisor at Shufro, Rose & in New York, New York, who holds the CFP credential. Shufro, Rose & reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Shufro, Rose & |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.46B across 3,009 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 7186177 |
| Exams passed | Series 65 (2020) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | www.shufrorose.com |
How Aimee's firm compares
- Shufro, Rose &'s average account is about $819,000, from its Form ADV (assets managed divided by 3,009 accounts).
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Questions about Aimee
Is Aimee Adler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aimee holds no broker registration, and Shufro, Rose & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aimee charge for financial advice?
Aimee's firm, Shufro, Rose &, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Aimee Adler based?
Aimee Adler is based in New York, New York.
What credentials does Aimee Adler hold?
Aimee Adler holds the CFP credential.
Is Aimee Adler registered with the SEC?
Yes. Aimee Adler is registered as an investment adviser representative in NY (CRD 7186177), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shufro, Rose & manage?
Shufro, Rose & reports $2.46B across 3,009 accounts in assets under management.
How do I contact Aimee Adler?
Through Aimee's website, www.shufrorose.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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