Aaron
Pierce
Mutual Trust Advisory Group
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About this Advisor
Aaron Pierce is a certified financial planner based in Estero, Florida with 3 years of relevant experience. Pierce works at Mutual Trust Advisory Group. Their career trajectory has included roles at Moors & Cabot, Gyroscope Capital Managment, LLC, Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Ubs Financial Services, Inc and Mutual Trust Advisory Group, Inc. Pierce maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Mutual Trust Advisory Group is a company based in Estero, FL. The company has just three advisors. It administers $124 million in assets among its 351 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 351 customer accounts, 21% belong to high-net-worth individuals who have at least $1 million in assets. The firm offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on which services are provided. Fees billed by Mutual Trust Advisory Group likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Trust Advisory Group Brokerage Details
$123,908,780
3
351
$353,016
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Aaron Pierce Work History
Aaron has been registered as a financial advisor for 3 years.*
Mutual Trust Advisory Group, Inc
Ubs Financial Services, Inc
Wells Fargo Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Gyroscope Capital Managment, LLC
Moors & Cabot
*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 Pierce 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 Mutual Trust Advisory Group
Estero, FL
Estero, FL
Estero, FL
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.
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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.
