AV
AV

Aaron Brett Vasquez

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,833 clients
Average Client Portfolio
$11.5M average
Assets Under Management
$21.0B

Fee Structure

Financial Planning:Investment management only
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Location

4211 W. Boy Scout Blvd., Suite 800, Tampa, FL, 33607

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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 ActivitiesSells Insurance

Aaron is an independent insurance agent, offering insurance products to consumers and clients. This non-investment related activity takes a few hours per week.

Employment History
Current Registrations
The Baldwin Group Wealth Advisors, LLC
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2020 - May 2023 · 3 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
April 2020 - May 2023 · 3 yrs 1 mo
AXA Advisors, LLC
September 2015 - April 2020 · 4 yrs 7 mos
AXA Advisors, LLCBroker
August 2015 - April 2020 · 4 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.