Areas of Practice
Retirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
24630 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$1,000
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Location

7676 Forsyth Blvd, Clayton, MO, 63105

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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 works as a bartender at Butler's Pantry and as a server for Button Up Services LLC, dedicating a few hours per week to each. He also works for RP Group Inc, dedicating about 10-20% of his time to delivering service to patrons during events.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2020 - Present · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2019 - Present · 6 yrs 3 mos
State Registrations19 states
ALARAZCAFLIAILKSKYMONCNENYOHOKPATNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.