AS
CFP
AS
CFP
Aaron Sisk is a CFP-designated registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
555 California Street, 35th Floor, San Francisco, CA, 94104
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2008Denied
Other Business Activities
Aaron is the sole proprietor/owner of Sisk Rental Property, a real estate investment in San Francisco, since 2018. He dedicates minimal time to property management after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
November 2024 - Present · 1 yr 6 mos
Morgan Stanley
November 2024 - Present · 1 yr 6 mos
Previous Registrations
RBC Capital Markets, LLCBroker
May 2018 - December 2024 · 6 yrs 7 mos
RBC Capital Markets, LLC
May 2018 - December 2024 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2010 - May 2018 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2010 - May 2018 · 7 yrs 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2010 · 1 yr 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2010 · 1 yr 3 mos
Citigroup Global Markets INC.
January 2006 - June 2009 · 3 yrs 5 mos
Citigroup Global Markets INC.Broker
January 2006 - June 2009 · 3 yrs 5 mos
M. L. Stern & CO, LLC.
August 2004 - January 2006 · 1 yr 5 mos
M.L. Stern & CO., LLC.Broker
March 2002 - January 2006 · 3 yrs 10 mos
D.A. Davidson & CO.Broker
February 2000 - February 2002 · 2 yrs
Preferred Capital Markets, INC.Broker
January 1998 - January 2000 · 2 yrs
State Registrations17 states
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AdvisorBrokerBoth
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.