AR
CFP
AR
CFP

Aaron James Randisi

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3151 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Minimum Investment:$1K
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Location

290 Linden Oaks, Rochester, NY, 14625

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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 sells fixed insurance, dedicating minimal time to this activity. He is also a co-owner of Crossbridge Financial Group, LLC, which facilitates securities, advisory, and insurance business, dedicating all of his time to this.

Employment History
Current Registrations
Commonwealth Financial Network
July 2015 - Present · 10 yrs 7 mos
Commonwealth Financial NetworkBroker
June 2015 - Present · 10 yrs 8 mos
State Registrations18 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.