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Aaron Austin Newman

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10088 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$25K

Cetera Investment Advisers offers both wrap and non-wrap fee programs. In a non-wrap fee arrangement, you pay advisory fees and transaction costs separately. In a wrap fee program, you pay a single fee based on a percentage of the account's value, which includes investment adviser services and transaction costs. Fees are negotiable with your advisor. Minimum account opening balances vary by program, often starting at $25,000.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEducation PlanningEstate Planning
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Advisor Information

Office location

2300 Windy Ridge Parkway, Suite 150-S, Atlanta, GA, 30339

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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 is a 50% owner of Mommy Gut Fitness LLC, dedicating a few hours per week to the business.

Employment History
Current Registrations
Cetera Investment Services LLC
June 2019 - Present · 6 yrs 7 mos
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 7 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 7 mos
Previous Registrations
Foresters Advisory Services, LLC
May 2018 - June 2019 · 1 yr 1 mo
Foresters Financial Services, INC.Broker
January 2015 - June 2019 · 4 yrs 5 mos
State Registrations23 states
ALCACOFLGAILINLAMAMDMEMIMOMSNCNHNJNYPASCTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Austin Newman - Financial Advisor | AdvisorDiscover