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Aaron Delsignore

26 Years of Experience
2 DisclosuresBrokerSells Insurance

Aaron Delsignore is a registered investment advisor at Vanderbilt Advisory Services, based in Woodbury, NY, with 26 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
162 advisors
Number of Clients
6,470 clients
Average Client Portfolio
$326K average
Assets Under Management
$2.1B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$90

VAS offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on assets under management and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure is outlined in the Investment Advisory Agreement.

VAS also uses Betterment for Advisors, where fees range from 0.12% to 0.25% of account balances, charged monthly or quarterly. VAS also charges an advisory fee on top of the Betterment fee.

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Location

125 Froehlich Farm Blvd., Woodbury, NY, 11797

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2007
Denied
Customer Dispute
April 2002
Settled
Other Business ActivitiesSells Insurance

Aaron works as a financial advisor for Abunance Wealth Solutions, dedicating significantly more than full-time hours to servicing client accounts. He also engages in real estate activities and fixed insurance sales, dedicating a few hours per week to the latter.

Employment History
Current Registrations
Vanderbilt Advisory Services
February 2023 - Present · 3 yrs 2 mos
Vanderbilt Securities, LLCBroker
February 2023 - Present · 3 yrs 2 mos
Previous Registrations
Kestra Advisory Services, LLC
September 2021 - February 2023 · 1 yr 5 mos
Kestra Investment Services, LLCBroker
August 2021 - February 2023 · 1 yr 6 mos
Stifel, Nicolaus & Company, Incorporated
July 2021 - August 2021 · 1 mo
Stifel, Nicolaus & Company, IncorporatedBroker
July 2021 - August 2021 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2012 - July 2021 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2012 - July 2021 · 8 yrs 9 mos
UBS Financial Services INC.
December 1999 - October 2012 · 12 yrs 10 mos
UBS Financial Services INC.Broker
November 1999 - October 2012 · 12 yrs 11 mos
Ids Life Insurance CompanyBroker
June 1999 - October 1999 · 4 mos
American Express Financial Advisors INC.Broker
June 1999 - October 1999 · 4 mos
State Registrations12 states
AZCACODEFLNCNVORPATXUTWV
AdvisorBrokerBoth

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.