AS
AS

Aaron Owen Wren Skeffrey

8 Years of Experience
Broker
Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4071 advisors
Number of Clients
65,561 clients
Average Client Portfolio
$529K average
Assets Under Management
$34.7B

Fee Structure

Loading...

Location

2255 Glades Road, Suite 412E, Boca Raton, FL, 33431

Get directions

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.

Learn about disclosures →
Other Business Activities

The provided text only indicates that Aaron uses the DBA name Aston Capital Group. There is no information about other business activities or insurance sales.

Employment History
Current Registrations
Equitable Advisors, LLC
October 2022 - Present · 3 yrs 4 mos
Equitable Advisors, LLC
April 2017 - Present · 8 yrs 10 mos
Equitable Advisors, LLCBroker
April 2017 - Present · 8 yrs 10 mos
State Registrations19 states
ALARCACTDCFLGALAMAMDMIMSNCNJNVNYOHTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.