Edward Aufman has been President of Aufman Associates since January 2014, is a control person of the firm and directly owns between 50% and 75% 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.
- Aufman Associates IncCurrent– present · 23 yearsSewickley, PA · Adviser representative · Firm CRD 104622
Investment adviser representative registrations
Edward Aufman is registered as an investment adviser representative in 14 states. The first approvals date from September 2003; the most recent is Louisiana, in May 2025.
- CaliforniaSince 6 January 2016
- FloridaSince 3 March 2016
- GeorgiaSince 1 December 2023
- LouisianaSince 1 May 2025
- MarylandSince 29 March 2024
- New HampshireSince 6 October 2023
- New JerseySince 11 October 2023
- New YorkSince 20 August 2021
- North CarolinaSince 6 January 2016
- OhioSince 6 January 2016
- PennsylvaniaSince 8 September 2003
- South CarolinaSince 6 October 2023
- TexasSince 6 January 2016
- VirginiaSince 6 January 2016
Examinations
No examinations are on Edward Aufman’s record.
- Full name
- Edward B Aufman
- CRD
- 4703405
- Firm
- Aufman Associates · CRD 104622
- Role
- President
- Office
- 2200 GEORGETOWN DRIVE, SUITE 401, Sewickley, PA 15143
- Registration
- Investment adviser registration
- In the industry since
- September 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Edward Aufman work?
Edward Aufman has been President of Aufman Associates Inc since January 2014, and is a control person of the firm.
Is Edward Aufman a financial advisor?
Yes. Edward Aufman has a current investment-adviser registration in California, Florida, Georgia, Louisiana, Maryland, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas and Virginia, through Aufman Associates since September 2003.
How many years of experience does Edward Aufman have?
Edward Aufman has 23 years in the financial industry, since September 2003, across 1 adviser firm.
Where is Edward Aufman based?
Edward Aufman’s registered office is in Sewickley, PA.
Is Edward Aufman registered with FINRA?
No. Edward Aufman has no current broker registration.
How can I verify Edward Aufman’s record?
Search CRD 4703405 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Aufman’s full registration record.