AK
AK

Aaron Chapin Kniss

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4071 advisors
Number of Clients
65,561 clients
Average Client Portfolio
$529K average
Assets Under Management
$34.7B

Fee Structure

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Location

3141 Fairview Park Drive, Suite 250, Falls Church, VA, 22042

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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 ActivitiesSells Insurance

Since 2015, Aaron has been working directly with Lincoln Financial Insurance offering group universal life and disability insurance. He earns less than $10,000 annually from this activity.

Employment History
Current Registrations
Equitable Advisors, LLC
April 2016 - Present · 9 yrs 10 mos
Equitable Advisors, LLC
June 2011 - Present · 14 yrs 8 mos
Equitable Advisors, LLCBroker
June 2011 - Present · 14 yrs 8 mos
State Registrations18 states
ARCADCDEFLINMDMEMINCNJNMNYOHOKPAVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.