AF
AF

Aaron G Forrester

6 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
22133 advisors
Number of Clients
2,539,760 clients
Average Client Portfolio
$650K average
Assets Under Management
$1650.0B

Fee Structure

Financial Planning:Investment management only
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Location

400 East Rivulon Boulevard, Gilbert, AZ, 85297

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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 is the sole proprietor and owner of Aaron's Eccentric Garage, a retail/online store in Phoenix, Arizona, since September 2023. He spends a few hours per week on administrative tasks related to this business after hours.

Employment History
Current Registrations
Morgan Stanley
February 2023 - Present · 3 yrs
Morgan StanleyBroker
February 2023 - Present · 3 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2018 - December 2021 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2017 - December 2021 · 4 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron G Forrester - Financial Advisor | TrueAdvisor