Aaron Buczek is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newton, MA, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6483 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2345 Washington Street, Suite 101, Newton, MA, 02462

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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 an advisor for North Atlantic Investment Partners, LLC, a DBA/Support Company. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2024 - Present · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
September 2024 - Present · 1 yr 7 mos
Previous Registrations
Edward Jones
July 2020 - September 2024 · 4 yrs 2 mos
Edward JonesBroker
May 2020 - September 2024 · 4 yrs 4 mos
State Registrations14 states
CACTFLGALAMAMENCNHNJNYRISCVA
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.
Aaron Buczek - Financial Advisor | TrueAdvisor