AS
AS

Aaron Craig Symonette

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
25 advisors
Number of Clients
1,376 clients
Average Client Portfolio
$246K average
Assets Under Management
$338.1M

Fee Structure

Minimum Investment:$50K
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Location

11011 Sheridan Street, Suite 212, Cooper City, FL, 33026

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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 owns Gramp's Wealth Management, Inc., a private label entity for investment and insurance business, dedicating about 10-20% of his time. He is also an agent for IAA Wealth Management and an advisor for International Assets Investment Management LLC and Global Assets Advisory, LLC, spending about half his time on each of the latter two.

Employment History
Current Registrations
Global Assets Advisory, LLC
June 2021 - Present · 4 yrs 8 mos
International Assets Investment Management, LLC
April 2021 - Present · 4 yrs 10 mos
International Assets Advisory, LLCBroker
March 2016 - Present · 9 yrs 11 mos
State Registrations25 states
AZCACODEFLGAILINMAMDMNMOMTNCNDNJNYOHORPATNTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.