TrueAdvisor
TrueAdvisor
AC
AC
View SEC Summary
Areas of Practice
Retirement Planning
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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

Location

2555-2595 W Chandler Blvd, Ci Client Management, Chandler, AZ, 85224

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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 owner of a rental property in Gilbert, Arizona, since June 2024. He dedicates minimal time to this activity, which is not investment-related.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2022 - Present · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2021 - Present · 4 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.