AF
AF

Aaron Forrester

7 Years of Experience
Broker

Aaron Forrester is a registered investment advisor at Morgan Stanley, based in Gilbert, AZ, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

400 East Rivulon Boulevard, Gilbert, AZ, 85297

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Aaron is the sole proprietor and owner of Aaron's Eccentric Garage, a retail/online store in Phoenix, Arizona, since September 2023. He spends a few hours per week on administrative tasks related to this business after hours.

Employment History
Current Registrations
Morgan Stanley
February 2023 - Present · 3 yrs 2 mos
Morgan StanleyBroker
February 2023 - Present · 3 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2018 - December 2021 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2017 - December 2021 · 4 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.