# Aaron Andrew Berman

Aaron Andrew Berman is an investment adviser representative (IAR) with state registration records since 2008, appearing at 6 firms. Currently registered with IP FINANCIAL ADVISORY SERVICES LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [IP FINANCIAL ADVISORY SERVICES LLC](https://search.stillhousedata.com/firm/305772) | 2020-08-24 | present | Yes |
| [SAXONY CAPITAL MANAGEMENT LLC.](https://search.stillhousedata.com/firm/122692) | 2017-11-01 | 2020-07-29 | — |
| [PRESTON WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/165983) | 2014-03-06 | 2017-09-15 | — |
| [SANTANDER SECURITIES LLC](https://search.stillhousedata.com/firm/41791) | 2012-09-19 | 2013-03-06 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2012-09-10 | 2012-09-19 | — |
| [EATON VANCE MANAGEMENT](https://search.stillhousedata.com/firm/104859) | 2008-08-25 | 2012-06-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3086639)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3086639.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.