AC
Aaron Constante
5 Years of Experience
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
24628 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B
Fee Structure
The Program fee is based on the totality of the services and is negotiable depending on a number of factors.
Areas of Practice
Retirement Planning
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Advisor Information
Office location
23655 N Scottsdale Rd, Scottsdale, AZ, 85255
Get directionsRegulatory History (1)
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Financial
May 2018Final
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
August 2024 - Present · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2024 - Present · 1 yr 5 mos
Previous Registrations
LPL Financial LLC
May 2024 - May 2024 · 0 mos
LPL Financial LLC Broker
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 LLC Broker
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 Incorporated Broker
April 2020 - July 2021 · 1 yr 3 mos
J.P. Morgan Securities LLC Broker
September 2018 - October 2019 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.