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Aaron Stanley

20 Years of Experience
BrokerSells Insurance

Aaron Stanley is a registered investment advisor at Cetera Investment Advisers LLC, based in Pittsburgh, PA, with 20 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

681 Anderson Dr Foster Plaza 6 Ste 245, Pittsburgh, PA, 15220

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Aaron is an independent insurance agent selling disability, fixed annuities, life/accident/health, and long-term care insurance since 2009. He also works as an investment advisor at Vantage Financial, spends a few hours per week teaching retirement planning at Indiana University of PA, and works full-time as a registered representative and investment advisor representative at GCSS.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 10 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 7 mos
Vantage Financial Group, INC.
May 2009 - Present · 16 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Walnut Street Securities, INC.
April 2009 - September 2013 · 4 yrs 5 mos
Walnut Street Securities, INC.Broker
April 2009 - September 2013 · 4 yrs 5 mos
Waddell & Reed, INC.Broker
March 2005 - April 2009 · 4 yrs 1 mo
State Registrations15 states
AZCOFLILMDMINCNYOHORPASCVAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Aaron Stanley - Financial Advisor | TrueAdvisor