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Aaron Brown

10 Years of Experience
Broker

Aaron Brown is a registered investment advisor at Cetera Investment Advisers LLC, based in Pittsford, NY, with 10 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

18 State Street, Pittsford, NY, 14534

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Aaron works as a relationship manager at Canandaigua National Bank & Trust, providing planning and relationship development. He also holds power of attorney for his mother, Catherine Brown.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2023 - Present · 2 yrs 9 mos
Cetera Investment Services LLCBroker
July 2023 - Present · 2 yrs 9 mos
Previous Registrations
LPL Financial LLC
August 2021 - June 2023 · 1 yr 10 mos
Esl Investment Services, LLCBroker
February 2016 - June 2023 · 7 yrs 4 mos
LPL Financial LLCBroker
November 2015 - June 2023 · 7 yrs 7 mos
State Registrations4 states
FLNYSCTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Aaron Brown - Financial Advisor | TrueAdvisor