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Aaron Massey

27 Years of Experience
Salt Lake City, UT
1 DisclosureBroker

Aaron Massey is a registered investment advisor at Wells Fargo Advisors, based in Salt Lake City, UT, with 27 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

299 S Main St 7th Fl, [Mk/Me-Rbo], Salt Lake City, UT, 84111

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2002
Denied
Employment History
Current Registrations
Wells Fargo Advisors
January 2011 - Present · 15 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Wells Fargo Investments, LLC
July 2002 - January 2011 · 8 yrs 6 mos
Wells Fargo Investments, LLCBroker
March 2002 - January 2011 · 8 yrs 10 mos
Morgan Stanley Dw INC.Broker
December 1998 - March 2002 · 3 yrs 3 mos
State Registrations13 states
AZCACOIDMTNCNENVOKORTXUTWA
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.
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