Aaron Maxey is a registered investment advisor, based in Daytona Beach, FL, with 26 years of industry experience.
Location
Daytona Beach, FL
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 7 mos
Cetera Investment Advisers LLC
August 2025 - Present · 8 mos
Avantax Planning Partners, INC.
July 2024 - Present · 1 yr 9 mos
Previous Registrations
Avantax Advisory Services
September 2022 - September 2025 · 3 yrs
Avantax Investment Services, INC.Broker
September 2022 - September 2025 · 3 yrs
TD Ameritrade, INC.Broker
May 2022 - June 2022 · 1 mo
TD Ameritrade, INC.
May 2022 - June 2022 · 1 mo
Charles Schwab & CO., INC.
June 2009 - June 2022 · 13 yrs
Charles Schwab & CO., INC.Broker
December 2003 - June 2022 · 18 yrs 6 mos
Charles Schwab & CO., INC.Broker
July 1999 - October 2002 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1997 - December 1998 · 1 yr 5 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.