Aaron Francis Smith
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers financial planning, financial wellness, and investment management services. Fees vary depending on the service and platform used. Contact the firm for specific fee information, as fees can vary based on the Financial Professional and client location. The firm does not specify AUM fee tiers in this brochure.
Areas of Practice
Advisor Information
Office location
8 Main St., Florence, MA, 01062
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is involved in several outside business activities, including serving as President of Streetlight Financial Foundation, Partner at Streetlight On-Demand, and Advisory Rep at CIRA. He also owns Streetlight Financial Real Estate LLC, is an independent insurance agent for various companies through Streetlight Financial Inc, and owns Ledjr Business Services LLC.