AS
AS

Aaron David Schmerling

14 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningTax PlanningDivorce PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2725 advisors
Number of Clients
86,726 clients
Average Client Portfolio
$217K average
Assets Under Management
$18.9B

Fee Structure

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Location

303 International Cir, Ste 105, Cockeysville, MD, 21030

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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
LPL Enterprise, LLC
November 2024 - Present · 1 yr 3 mos
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Prudential Financial Planning Services
May 2014 - November 2024 · 10 yrs 6 mos
Pruco Securities, LLC.Broker
January 2011 - November 2024 · 13 yrs 10 mos
State Registrations24 states
ALCACOCTDCDEFLGAILINMAMDMEMINCNJNVNYOHOKPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron David Schmerling - Financial Advisor | TrueAdvisor