AC
AC

Aaron Cistrelli

14 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Loading...

Location

10150 Meanley Drive, First Floor, San Diego, CA, 92131

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
LPL Financial LLC
May 2025 - Present · 9 mos
LPL Financial LLC
May 2025 - Present · 9 mos
LPL Financial LLCBroker
May 2025 - Present · 9 mos
Previous Registrations
Western International Securities, INC.Broker
July 2024 - July 2025 · 1 yr
Cadaret, Grant & CO., INC.Broker
July 2024 - July 2025 · 1 yr
Next Financial Group, INC.Broker
July 2024 - July 2025 · 1 yr
Sorrento Pacific Financial, LLCBroker
July 2024 - May 2025 · 10 mos
Cuso Financial Services, L.P.
August 2023 - July 2025 · 1 yr 11 mos
Cuso Financial Services, L.P.Broker
August 2023 - July 2025 · 1 yr 11 mos
MML Investors Services, LLCBroker
March 2017 - March 2023 · 6 yrs
New England SecuritiesBroker
February 2013 - January 2015 · 1 yr 11 mos
Msi Financial Services, INC.Broker
June 2011 - March 2017 · 5 yrs 9 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.