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Aaron Delsignore

Vanderbilt Advisory Services
27 Years of Experience
Incline Village, NV
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Aaron Delsignore is a registered investment advisor at Vanderbilt Advisory Services, based in Incline Village, NV, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.

Vanderbilt Advisory Services
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
166 advisors
Number of Clients
6,470 clients
Average Client Portfolio
$326K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$90
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.75%

Firm also offers threshold billing, flat percentage, and flat annual fee structures. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

593 Tyner Way, Incline Village, NV, 89451

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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 8 mos
Vanderbilt Securities, LLCBroker
February 2023 - Present · 3 yrs 8 mos
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, Incorporated
July 2021 - August 2021 · 1 mo
Stifel, Nicolaus & Company, IncorporatedBroker
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

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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