AG
AG

Aric Gordon

1 Year of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

36901 American Way Suite 2A, Avon, OH, 44011

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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

Aric owns Lunabell LLC, which holds real estate property. He spends minimal time on this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2025 - Present · 4 mos
Stratos Wealth Partners, LTD
March 2025 - Present · 11 mos
Previous Registrations
Strategic Investment Solutions, INC.
December 2023 - May 2025 · 1 yr 5 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.
Aric Gordon - Financial Advisor | TrueAdvisor