Aaron Leaman
Aaron Leaman is a CFA-designated registered investment advisor at Kestra Advisory Services, LLC, based in Pittsburgh, PA, with 20 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 Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
525 William Penn Place, Ste. 3401, Pittsburgh, PA, 15219
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Regulatory History
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.
Learn about disclosures →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
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Signature Select Wealth
NFP Advisor Services, LLC
State Registrations1 state
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
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