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
Loading...

Location

901 Via Piemonte, Ontario, CA, 91764

Get directions

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.

Learn about disclosures →
Other Business Activities

Aaron is an independent travel agent for Travelology, booking custom travel experiences, dedicating a few hours per week. He is also a general partner/managing member of Clearwater Rentals, LLC, which rents out cars via Turo.com, dedicating a few hours per week to managing the business.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2024 - Present · 1 yr 3 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.