Aaron Andrew Berman

Ip Financial Advisory Services LLC

25 Years of Experience

Broker

View SEC Summary

Areas of Practice

Insurance PlanningEstate PlanningTax PlanningRetirement Planning

Ip Financial Advisory Services LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

118 advisors

Number of Clients

2,041 clients

Average Client Portfolio

$223K average

Assets Under Management

$456.1M

Location

Miami, FL

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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.

Other Business Activities

Berman Distributors, LLC is a DBA for Aaron's investment-related business.

Employment History

Current Registrations

Ip Financial Advisory Services LLC

August 2020 - Present · 5 yrs 6 mos

Innovation Partners LLC

June 2020 - Present · 5 yrs 8 mos

Innovation Partners LLCBroker

June 2020 - Present · 5 yrs 8 mos

Previous Registrations

Saxony Capital Management, LLC

November 2017 - July 2020 · 2 yrs 8 mos

Patrick Capital Markets, LLCBroker

October 2017 - July 2020 · 2 yrs 9 mos

Preston Wealth Advisors, LLC.

March 2014 - September 2017 · 3 yrs 6 mos

Santander Securities LLCBroker

October 2012 - March 2013 · 5 mos

Santander Securities

September 2012 - March 2013 · 6 mos

LPL Financial LLC

September 2012 - September 2012 · 0 mos

LPL Financial LLCBroker

September 2012 - September 2012 · 0 mos

Eaton Vance Management

August 2008 - June 2012 · 3 yrs 10 mos

Eaton Vance Distributors, INC.Broker

June 2000 - June 2012 · 12 yrs

Signator Investors, INC.Broker

October 1998 - June 2000 · 1 yr 8 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.