Aaron Steele is a registered investment advisor at Bedrock Investment Advisors, based in Scottsdale, AZ, with 10 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 224 clients with $50M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$49.8M
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Location
7621 E. Gray Rd. Suite C., Scottsdale, AZ, 85260
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Regulatory History (4)
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Customer Dispute
July 2004Settled
Customer Dispute
October 2002Pending
Customer Dispute
November 2000Denied
Employment Separation After Allegations
May 2000Other Business Activities
Aaron owns a janitorial business called Sound Cleaning since 2008. He spends a few hours per week on this activity, with half of that time occurring during securities trading hours.
Employment History
Current Registrations
Bedrock Investment Advisors
January 2017 - Present · 9 yrs 3 mos
Previous Registrations
Bedrock Investment Advisors
January 2017 - December 2024 · 7 yrs 11 mos
Banc of America Investment Services, INC.
August 2002 - May 2004 · 1 yr 9 mos
State Registrations1 state
WA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.