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Aaron Howard Stanley

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

681 Anderson Dr Foster Plaza 6 Ste 245, Pittsburgh, PA, 15220

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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 ActivitiesSells Insurance

Aaron is an independent insurance agent selling disability, fixed annuities, life/accident/health, and long-term care insurance since 2009. He also works as an investment advisor at Vantage Financial, spends a few hours per week teaching retirement planning at Indiana University of PA, and works full-time as a registered representative and investment advisor representative at GCSS.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 5 mos
Vantage Financial Group, INC.
May 2009 - Present · 16 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Walnut Street Securities, INC.
April 2009 - September 2013 · 4 yrs 5 mos
Walnut Street Securities, INC.Broker
April 2009 - September 2013 · 4 yrs 5 mos
Waddell & Reed, INC.Broker
March 2005 - April 2009 · 4 yrs 1 mo
State Registrations15 states
AZCOFLILMDMINCNYOHORPASCVAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.