AK
AK

Aaron Michael Katyl

16 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
730 advisors
Number of Clients
131,206 clients
Average Client Portfolio
$284K average
Assets Under Management
$37.3B

Fee Structure

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Location

1620 W Highland Street, Allentown, PA, 18102

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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 operates his LPL business through Ascent Wealth Management, LLC. He also provides investment advisory services through Private Advisor Group, LLC, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Private Advisor Group, LLC
May 2019 - Present · 6 yrs 9 mos
LPL Financial LLCBroker
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Prudential Financial Planning Services
June 2016 - May 2019 · 2 yrs 11 mos
Pruco Securities, LLC.Broker
June 2016 - May 2019 · 2 yrs 11 mos
Signator Investors, INC.Broker
January 2013 - June 2016 · 3 yrs 5 mos
New England Securities Corporation
October 2010 - October 2012 · 2 yrs
New England SecuritiesBroker
March 2010 - October 2012 · 2 yrs 7 mos
Ameriprise Financial Services, INC.
May 2008 - August 2009 · 1 yr 3 mos
Ameriprise Financial Services, INC.Broker
March 2008 - August 2009 · 1 yr 5 mos
State Registrations8 states
COFLINMDNJPASCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.