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Aaron Constante

Ernst & Young Investment Advisers LLP
6 Years of Experience
Phoenix, AZ
1 Disclosure
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Aaron Constante is a registered investment advisor at Ernst & Young Investment Advisers LLP, based in Phoenix, AZ, with 6 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 20 clients.

Ernst & Young Investment Advisers LLP
Compensation
Fixed/Hourly
Firm Size
115 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Phoenix, AZ

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History

Regulatory History (1)
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Financial
May 2018
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ernst & Young Investment Advisers LLP
June 2026 - Present · 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2024 - February 2026 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2024 - February 2026 · 1 yr 6 mos
LPL Financial LLC
May 2024 - May 2024 · 0 mos
LPL Financial LLCBroker
May 2024 - May 2024 · 0 mos
First Citizens Investor Services, INC.
August 2023 - April 2024 · 8 mos
First Citizens Investor Services, INC.Broker
August 2023 - April 2024 · 8 mos
J.P. Morgan Securities LLC
July 2022 - March 2023 · 8 mos
J.P. Morgan Securities LLCBroker
September 2021 - March 2023 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2020 - July 2021 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2020 - July 2021 · 1 yr 3 mos
J.P. Morgan Securities LLCBroker
September 2018 - October 2019 · 1 yr 1 mo
State Registrations1 state
AZ
Advisor

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
No exam information available for this advisor.
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