AS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
224 clients
Average Client Portfolio
$222K average
Assets Under Management
$49.8M
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Advisor Information
Office location
7621 E. Gray Rd. Suite C., Scottsdale, AZ, 85260
Get directionsRegulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2004Settled
Customer Dispute
October 2002Pending
Customer Dispute
November 2000Denied
Employment Separation After Allegations
May 2000Other Business Activities
Aaron owns a janitorial business called Sound Cleaning since 2008. He spends a few hours per week on this activity, with half of that time occurring during securities trading hours.
Employment History
Current Registrations
Bedrock Investment Advisors
January 2017 - Present · 9 yrs
Previous Registrations
Bedrock Investment Advisors
January 2017 - December 2024 · 7 yrs 11 mos
Banc of America Investment Services, INC.
August 2002 - May 2004 · 1 yr 9 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.