Aaron Laranetto

6 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Rfg Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

150 advisors

Number of Clients

12,756 clients

Average Client Portfolio

$387K average

Assets Under Management

$4.9B

Fee Structure

Location

1169 Pittsford-Victor Road, Suite 120, Pittsford, NY, 14534

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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.

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 6 mos

Previous Registrations

American Portfolios Financial Services, INC.Broker

November 2021 - August 2022 · 9 mos

American Portfolios Advisors, INC

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

Exams

No exam information available for this advisor.