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Aaron Delsignore

Vanderbilt Advisory Services
26 Years of Experience
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Vanderbilt Advisory Services
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
155 advisors
Number of Clients
6,466 clients
Average Client Portfolio
$251K average
Assets Under Management
$1.6B

Fee Structure

Minimum Annual Fee:$90

Location

125 Froehlich Farm Blvd., Woodbury, NY, 11797

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History

Regulatory History (2)
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
November 2007
Denied
Customer Dispute
April 2002
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Aaron works as a financial advisor for Abunance Wealth Solutions, dedicating significantly more than full-time hours to servicing client accounts. He also engages in real estate activities and fixed insurance sales, dedicating a few hours per week to the latter.

Employment History
Current Registrations
Vanderbilt Advisory Services
February 2023 - Present · 3 yrs
Vanderbilt Securities, LLCBroker
February 2023 - Present · 3 yrs
Previous Registrations
Kestra Advisory Services, LLC
September 2021 - February 2023 · 1 yr 5 mos
Kestra Investment Services, LLCBroker
August 2021 - February 2023 · 1 yr 6 mos
Stifel, Nicolaus & Company, IncorporatedBroker
July 2021 - August 2021 · 1 mo
Stifel, Nicolaus & Company, Incorporated
July 2021 - August 2021 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2012 - July 2021 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2012 - July 2021 · 8 yrs 9 mos
UBS Financial Services INC.
December 1999 - October 2012 · 12 yrs 10 mos
UBS Financial Services INC.Broker
November 1999 - October 2012 · 12 yrs 11 mos
Ids Life Insurance CompanyBroker
June 1999 - October 1999 · 4 mos
American Express Financial Advisors INC.Broker
June 1999 - October 1999 · 4 mos
State Registrations12 states
AZCACODEFLNCNVORPATXUTWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.