Aaron Puttroff
Aaron Puttroff is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in San Diego, CA, with 18 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
5280 Carroll Canyon Road, Suite 103, San Diego, CA, 92121
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Regulatory History (1)
Customer Dispute
September 2025Other Business ActivitiesSells Insurance
Aaron operates under the DBA Living Legacy LLC and dedicates nearly full-time hours to this investment-related activity. Additionally, Aaron sells life, disability, and long-term care insurance, spending a few hours per week on this investment-related activity, and is on the executive committee for Provisors and an ambassador for Renaissance Executive Forum, spending minimal time on each.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations29 states
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.