AL
CFA
AL
CFA

Aaron a Leaman

19 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1370 advisors
Number of Clients
97,702 clients
Average Client Portfolio
$616K average
Assets Under Management
$60.2B

Fee Structure

Minimum Investment:$5K
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Location

525 William Penn Place, Ste. 3401, Pittsburgh, PA, 15219

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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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Other Business Activities

Aaron is involved in several outside business activities, including private direct investments, board positions at Rodef Shalom and Hillel JUC of Pittsburgh, and teaching at the University of Pittsburgh's Osher Lifelong Learning Institute. He also works full-time as Principal and Chief Investment Officer at Signature Financial Planning and as an advisor at Signature Select Wealth, LLC.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2016 - Present · 9 yrs 10 mos
Kestra Investment Services, LLC
March 2006 - Present · 19 yrs 11 mos
Kestra Investment Services, LLCBroker
March 2006 - Present · 19 yrs 11 mos
Previous Registrations
Signature Select Wealth
January 2020 - September 2025 · 5 yrs 8 mos
NFP Advisor Services, LLC
February 2014 - September 2016 · 2 yrs 7 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.