Aaron
Agte

Graystone Advisor, LLC

CRD#5041214
Investment Advisor
in Foster City, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Aaron Agte is a certified financial planner operating in Foster City, California with 4 years of industry experience. Agte currently works for Graystone Advisor, LLC. Over the course of their career, they have held roles at Vantage Wealth Management, LLC, Vantage Wealth Management, Cambridge Investment Research, Inc, Financial Telesis Inc, Lpl Financial LLC and Graystone Advisor, LLC. Agte has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in California. Graystone Advisor, LLC is a registered investment firm operating in Foster City, California.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Office Location

Foster City, CA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Aaron Agte Work History

Aaron has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Graystone Advisor, LLC

2014 - 2019 (5 years)

Financial Telesis Inc

2014 - 2019 (5 years)

Lpl Financial LLC

2010 - 2019 (9 years)

Vantage Wealth Management

2010 - 2014 (4 years)

Cambridge Investment Research, Inc

2008 - 2019 (11 years)

Vantage Wealth Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Aaron Agte to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started