AC
AC

Aaron Constante

5 Years of Experience
1 DisclosureBroker
Areas of Practice
Retirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
24630 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$1,000
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Location

23655 N Scottsdale Rd, Scottsdale, AZ, 85255

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History

Regulatory History (1)
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Financial
May 2018
Final
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2024 - Present · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2024 - Present · 1 yr 6 mos
Previous Registrations
LPL Financial LLC
May 2024 - May 2024 · 0 mos
LPL Financial LLCBroker
May 2024 - May 2024 · 0 mos
First Citizens Investor Services, INC.
August 2023 - April 2024 · 8 mos
First Citizens Investor Services, INC.Broker
August 2023 - April 2024 · 8 mos
J.P. Morgan Securities LLC
July 2022 - March 2023 · 8 mos
J.P. Morgan Securities LLCBroker
September 2021 - March 2023 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2020 - July 2021 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2020 - July 2021 · 1 yr 3 mos
J.P. Morgan Securities LLCBroker
September 2018 - October 2019 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.