AG
Aaron Benjamin Ghelerter
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
Loading...
Advisor Information
Office location
4800-4804 Deer Lake Dr, Ci Client Services, Jacksonville, FL, 32246
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2020 - Present · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
July 2020 - Present · 5 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.