Aram Schotts
Aram Schotts is a CFP-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Pasadena, CA, with 13 years of industry experience. Aram operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 850 clients with $40B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Location
301 East Colorado Blvd, Suite 830, Pasadena, CA, 91101
Get directionsHistory
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 →Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
Cerity Partners LLC
Previous Registrations
Gamble Jones Investment Counsel
LPL Financial LLC
LPL Financial LLCBroker
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
More Advisors
- Hong Tran, CFPLogic Wealth Management, LLC
- Roger Gewecke, CFAClifford Swan Investment Counselors
- Michael Gonzalez, CFA
- David Hindi, CFPOakgrowth Wealth Management LLC
- Luan Chung, CFPStrategic Advisers LLC
- Murcy Huang, CFAClifford Swan Investment Counselors