AS
AS

Aaron Phillip Skutelsky

12 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
977 advisors
Number of Clients
42,136 clients
Average Client Portfolio
$5.5M average
Assets Under Management
$233.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

609 Main Street, Suite 2100, Houston, TX, 77002

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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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Employment History
Current Registrations
Goldman Sachs & CO. LLCBroker
January 2021 - Present · 5 yrs 1 mo
Goldman Sachs Wealth Services, L.P.
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Mercer Allied Company, L.P.Broker
June 2017 - January 2021 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2015 - March 2017 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2015 - March 2017 · 2 yrs 1 mo
J.P. Morgan Securities LLCBroker
June 2014 - February 2015 · 8 mos
Citigroup Global Markets INC.Broker
December 2006 - May 2008 · 1 yr 5 mos
State Registrations28 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.