AS
AS

Aaron Francis Smith

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3842 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

Loading...

Location

8 Main St., Florence, MA, 01062

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Aaron is involved in several outside business activities, including serving as President of Streetlight Financial Foundation, Partner at Streetlight On-Demand, and Advisory Rep at CIRA. He also owns Streetlight Financial Real Estate LLC, is an independent insurance agent for various companies through Streetlight Financial Inc, and owns Ledjr Business Services LLC.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
August 2018 - Present · 7 yrs 6 mos
Cambridge Investment Research, INC.Broker
August 2018 - Present · 7 yrs 6 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - August 2018 · 1 yr 5 mos
MML Investors Services, LLC
March 2017 - August 2018 · 1 yr 5 mos
Msi Financial Services, INC.
March 2016 - March 2017 · 1 yr
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England SecuritiesBroker
February 2010 - January 2015 · 4 yrs 11 mos
State Registrations28 states
AKALAZCACOCTDCDEFLKYMAMDMEMTNCNHNJNMNYPARISCTXVAVTVirgin IslandsWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.