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Aaron Liege Weston

Financial Services Advisory

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About Aaron Liege Weston

Aaron Weston is a financial advisor with Financial Services Advisory, based in Rockville, MD. He has been in the financial services industry since December 2012 and is registered with the state of Maryland as an Investment Advisor Representative. Aaron holds the Series 66, Series 7, and SIE licenses. His primary focus is on providing financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations.

Firm Information

Aaron Weston is currently registered with Financial Services Advisory. Financial Services Advisory is an investment advisory firm headquartered in Rockville, MD. The firm provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. Financial Services Advisory manages approximately $693.7 million in assets for 1,981 clients.
Financial Services Advisory

ONE CHURCH STREET

ROCKVILLE, MD 20850

$693.70M

Assets Under Management

5

Total Clients

9

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Weston’s Registration & Firm History

MD

03/17/2021 - Present

Financial Services Advisory (ROCKVILLE MD)

MD

12/12/2017 - 02/05/2021

CHARLES SCHWAB & CO., INC. (Bethesda MD)

DC

06/10/2014 - 10/20/2017

TD AMERITRADE, INC. (WASHINGTON DC)

AZ

12/21/2012 - 05/30/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

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Licenses & Designations

BOTH

Issued 03/01/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Liege Weston.
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