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Aaron Austin Newman

10 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

2300 Windy Ridge Parkway, Suite 150-S, Atlanta, GA, 30339

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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 50% owner of Mommy Gut Fitness LLC, dedicating a few hours per week to the business.

Employment History
Current Registrations
Cetera Investment Services LLC
June 2019 - Present · 6 yrs 8 mos
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 8 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Foresters Advisory Services, LLC
May 2018 - June 2019 · 1 yr 1 mo
Foresters Financial Services, INC.Broker
January 2015 - June 2019 · 4 yrs 5 mos
State Registrations23 states
ALCACOFLGAILINLAMAMDMEMIMOMSNCNHNJNYPASCTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Austin Newman - Financial Advisor | TrueAdvisor