Aaron
Litman

Ally Invest Advisors

CRD#7326428
Investment Advisor
in Plantation, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Aaron Litman is a financial advisor based in Plantation, Florida, working with Ally Invest Advisors. Aaron has previously held positions at First New York Securities, LLC, Icici Bank, Standard Chartered Bank, Suny Oneonta, Tradestation Securities, Inc, Northern Trust Securities, Inc, Emfo, LLC, Ameriprise Financial Services, LLC, Ally Invest Securities LLC, Ally Invest Advisors, and Nassau Community College. Aaron has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Aaron is part of Ally Invest Advisors, which operates out of Plantation, Florida. The firm has 3 offices and 12 employees. The firm manages assets totaling $1.1 billion. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Ally Invest Advisors includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Plantation, FL

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Ally Invest Advisors Brokerage Details

Total Assets Under Management

$1,127,619,162

FL Average: $3,625,019,099
Total Number of Employees

12

FL Average: 22
Total Number of Accounts

70,547

FL Average: 1,917
Average Account Size

$15,984

FL Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Aaron Litman Work History

2024 - Present (0 year)

Ally Invest Securities LLC

2024 - Present (0 year)

Ally Invest Advisors

2023 - Present (1 year)

Ameriprise Financial Services, LLC

2023 - 2023 (< 1 year)

Emfo, LLC

2022 - 2023 (1 year)

Northern Trust Securities, Inc

2021 - 2022 (1 year)

Tradestation Securities, Inc

2019 - 2020 (1 year)

First New York Securities, LLC

2018 - 2019 (1 year)

Icici Bank

2017 - 2018 (1 year)

Standard Chartered Bank

2014 - 2016 (2 years)

Suny Oneonta

2014 - 2014 (< 1 year)

Nassau Community College

Created with Highcharts 6.0.7

Disclosures

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

Financial Advisors at Ally Invest Advisors

Hameem Shah
Charlotte, NC
Derek Petrella
Charlotte, NC
Lansen Pan
Charlotte, NC
Royce Guerrero
Charlotte, NC
Connor Snook
Charlotte, NC
Dylan Hood
Charlotte, NC
Scott Makowski
Charlotte, NC
Aaron Litman
Plantation, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started