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Aaron Penney Albright

Raymond James & Associates, INC.
31 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
5579 advisors
Number of Clients
507,212 clients
Average Client Portfolio
$855K average
Assets Under Management
$433.8B

Fee Structure

Minimum Investment:$5K

Location

One International Place, Suite 2810, Boston, MA, 02110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Aaron is a finance/investment committee member and assistant treasurer for the Yale Club of Boston. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
October 2022 - Present · 3 yrs 4 mos
Raymond James & Associates, INC.
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2019 - November 2022 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2019 - November 2022 · 3 yrs 1 mo
Bofa Securities, INC.Broker
May 2019 - October 2019 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2009 - May 2019 · 9 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2009 - May 2019 · 10 yrs 3 mos
Banc of America Securities LLC
January 2001 - December 2005 · 4 yrs 11 mos
Banc of America Securities LLCBroker
November 2000 - March 2009 · 8 yrs 4 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
August 1999 - November 2000 · 1 yr 3 mos
Soundview Financial Group, INC.Broker
July 1998 - September 1998 · 2 mos
J.P. Morgan Securities INC.Broker
December 1996 - March 1997 · 3 mos
Montgomery SecuritiesBroker
November 1991 - November 1996 · 5 yrs
State Registrations31 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Penney Albright - Financial Advisor | TrueAdvisor