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Aaron Lawrence Steele

Bedrock Investment Advisors

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About Aaron Lawrence Steele

Aaron Steele is an investment advisor representative with Bedrock Investment Advisors. He is based in Scottsdale, Arizona, and is licensed to provide investment advice in Washington. Aaron has been in the financial services industry since 1994 and has experience working with a variety of clients, including high-net-worth individuals. He holds a Series 63 and Series 65 license and offers financial planning and portfolio management services to individuals.

Firm Information

Aaron Steele is currently registered with Bedrock Investment Advisors. Bedrock Investment Advisors is an investment advisory firm based in the United States. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They manage approximately $49.8 million in assets for 224 clients.

$49.77M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Steele’s Registration & Firm History

AZ

01/23/2017 - Present

Bedrock Investment Advisors (SCOTTSDALE AZ)

MA

03/13/2001 - 05/10/2004

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

MN

06/06/2000 - 03/20/2001

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

MN

08/26/1999 - 05/17/2000

NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)

CA

06/13/1997 - 05/16/2000

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

TX

07/13/1995 - 06/05/1997

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MI

12/07/1994 - 05/11/1995

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 04/04/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/13/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/06/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Lawrence Steele.
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