AH
AH

Aaron E. Hall

9 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
22133 advisors
Number of Clients
2,539,760 clients
Average Client Portfolio
$650K average
Assets Under Management
$1650.0B

Fee Structure

Financial Planning:Investment management only
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Location

500 Post Road East, 3rd Floor, Westport, CT, 06880

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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 Activities

Aaron is a board member of the New Canaan Veterans of Foreign War Post 653, a non-profit organization. He spends minimal time on administrative tasks for this role after business hours.

Employment History
Current Registrations
Morgan Stanley
February 2021 - Present · 5 yrs
Morgan StanleyBroker
February 2021 - Present · 5 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
July 2019 - January 2021 · 1 yr 6 mos
UBS Financial Services INC.
May 2016 - July 2019 · 3 yrs 2 mos
UBS Financial Services INC.Broker
April 2016 - July 2019 · 3 yrs 3 mos
State Registrations23 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.