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Aron Mestel

21 Years of Experience
Garden City, NY
Broker

Aron Mestel is a registered investment advisor at Ameriprise Financial Services, LLC, based in Garden City, NY, with 21 years of industry experience. Aron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

401 Franklin Ave, Ste 101 & Ste 103, Garden City, NY, 11530

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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.

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2021 - Present · 5 yrs 3 mos
Ameriprise Financial Services, LLC
November 2020 - Present · 5 yrs 8 mos
Ameriprise Financial Services, LLCBroker
November 2020 - Present · 5 yrs 8 mos
Previous Registrations
Pruco Securities, LLC.Broker
September 2016 - November 2020 · 4 yrs 2 mos
AXA Advisors, LLC
August 2013 - August 2016 · 3 yrs
AXA Advisors, LLCBroker
August 2013 - August 2016 · 3 yrs
MML Investors Services, LLCBroker
October 2012 - August 2013 · 10 mos
Park Avenue Securities LLC
June 2011 - September 2012 · 1 yr 3 mos
Park Avenue Securities LLCBroker
June 2011 - September 2012 · 1 yr 3 mos
AXA Advisors, LLC
September 2004 - June 2011 · 6 yrs 9 mos
AXA Advisors, LLCBroker
June 2004 - June 2011 · 7 yrs
State Registrations11 states
COFLGAILMENCNJNYSCTXVA
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.
Aron Mestel - Financial Advisor | TrueAdvisor