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Edward Aufman

Chairman at Aufman Associates in Sewickley, PA

Investment adviser registrationUpdated

Edward Aufman is Chairman of Aufman Associates Inc, an investment adviser managing $972M, and works from its Sewickley, PA office. Edward Aufman has been registered as an investment adviser representative through Aufman Associates since 13 October 1999 and has 27 years in the industry across 1 firm.

27
Years in industry
27
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Edward Aufman has been Chairman of Aufman Associates since January 2014, is a control person of the firm and directly owns between 10% and 25% of it.

Aufman Associates Inc is a Sewickley, PA firm with $972M under management, 245 clients and 3 advisers in one office, as of its March 2026 filing.

  1. – present · 27 years
    Sewickley, PA · Adviser representative · Firm CRD 104622

Credentials and registrations

Investment adviser representative registrations

Edward Aufman is registered as an investment adviser representative in Pennsylvania, since October 1999.

  • PennsylvaniaSince 13 October 1999

Examinations

No examinations are on Edward Aufman’s record.

Key facts

Full name
Edward J Aufman
CRD
4331682
Firm
Aufman Associates · CRD 104622
Role
Chairman
Office
2200 GEORGETOWN DRIVE, SUITE 401, Sewickley, PA 15143
Registration
Investment adviser registration
In the industry since
October 1999
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Edward Aufman work?

Edward Aufman has been Chairman of Aufman Associates Inc since January 2014, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Is Edward Aufman a financial advisor?

Yes. Edward Aufman has a current investment-adviser registration in Pennsylvania, through Aufman Associates since October 1999.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Edward Aufman have?

Edward Aufman has 27 years in the financial industry, since October 1999, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is Edward Aufman based?

Edward Aufman’s registered office is in Sewickley, PA.

Source: IAPD individual record, checked 22 October 2026

Is Edward Aufman registered with FINRA?

No. Edward Aufman has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Edward Aufman’s record?

Search CRD 4331682 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Aufman’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Aufman Associates

Sources

  1. IAPD individual record, CRD 4331682, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Aufman Associates Inc, filed 30 March 2026. Title, control and ownership bands.