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Aren Yarian

10 Years of Experience
Broker
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
132 advisors
Number of Clients
6,944 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$30.9B

Fee Structure

Financial Planning:Investment management only
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Location

Simi Valley, CA

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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
Voya Retirement Advisors, LLC
January 2023 - Present · 3 yrs 1 mo
Voya Financial Advisors, INC.
May 2018 - Present · 7 yrs 9 mos
Voya Financial Advisors, INC.Broker
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Strategic Advisers LLC
December 2015 - May 2018 · 2 yrs 5 mos
Fidelity Brokerage Services LLCBroker
January 2015 - June 2018 · 3 yrs 5 mos
State Registrations13 states
ALAZCAFLHIIDMEMINMNVORUTVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.