AB
AB

Aaron Charles Brown

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

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.

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 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 7 mos
Cetera Investment Services LLCBroker
July 2023 - Present · 2 yrs 7 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
Exams
No exam information available for this advisor.