Aaron Agte, financial advisor Foster City CA

Aaron Agte

CRD Number: 5041214
Current Firm: Graystone Advisor, LLC

Aaron Agte (CRD# 5041214) is an Investment Advisor Representative working at Graystone Advisor, LLC in Foster City, CA and has over 18 years of experience in the finance industry. Aaron Agte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Graystone Advisor, LLC Foster City, CA Mar 2019 - Current 5
Lpl Financial LLC San Mateo, CA Sep 2014 - Mar 2019 4
Financial Telesis Inc. San Rafael, CA Apr 2014 - Mar 2019 4
Vantage Wealth Management 02/2010, CA Feb 2010 - Mar 2019 9
Vantage Wealth Management, LLC San Mateo, CA Aug 2008 - Mar 2019 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for Aaron M. Agte
Phone Number: 650-600-3963
Registered State(s):
  • CA
Current Firm Details
Graystone Advisor, LLC
Firm's CRD Number: 301920
By the Numbers
  • Total Assets Under Management
    25
    MILLIONS
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $368,964
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA

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