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Aaron Laranetto

6 Years of Experience

Aaron Laranetto is a registered investment advisor at Rfg Advisory, LLC, based in Long Beach, NY, with 6 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 13,845 clients with $6.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
162 advisors
Number of Clients
13,845 clients
Average Client Portfolio
$442K average
Assets Under Management
$6.1B

Fee Structure

RFG Advisory charges a fee based on a percentage of the value of your portfolio. This fee covers the Financial Advisor's services, an RFG platform fee (up to 0.50%), and potentially a strategist fee. The total fee can vary depending on the services provided and the Financial Advisor you work with. Fees are billed quarterly, in advance. Accounts under $10,000 managed through SMArtX incur an additional $10 per month platform fee.

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Location

Long Beach, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Aaron works as an investment advisor DBA with SixPoint Financial Partners, dedicating full-time hours during securities trading hours. This activity is investment-related.

Employment History
Current Registrations
Rfg Advisory, LLC
August 2022 - Present · 3 yrs 8 mos
Previous Registrations
American Portfolios Advisors, INC
November 2021 - August 2022 · 9 mos
American Portfolios Financial Services, INC.Broker
November 2021 - August 2022 · 9 mos
Fidelity Personal and Workplace Advisors
June 2020 - December 2021 · 1 yr 6 mos
Fidelity Brokerage Services LLCBroker
June 2020 - November 2021 · 1 yr 5 mos
AXA Advisors, LLC
June 2019 - June 2020 · 1 yr
AXA Advisors, LLCBroker
June 2019 - June 2020 · 1 yr
State Registrations3 states
FLNYTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.