Marc S. Aarons

MONEY MANAGERS

LAS VEGAS, NV 89130

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CRD#: 4459102

Professional summary

Marc Samuel Aarons is a registered financial advisor currently at MONEY MANAGERS, INC. located in Las Vegas, Nevada.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Marc has worked at 5 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)AS AN AGENT FOR BLUE CROSS OF CA & BLUE SHIELD OF CA I SELL HEALTH INSURANCE FOR INDIVIDUAL, FAMILY, AND SMALL GROUPS. THIS BUSINESS RELATIONSHIP BEGAN SEPTEMBER OF 2003 AND I SPEND APPROX. 8 HOURS A MONTH, RARELY DURING SECURITIES TRADING HOURS. 2)AS AN AGENT FOR KAISER INSURANCE OF CA I SELL HEALTH INSURANCE FOR INDIVIDUAL, FAMILY, AND SMALL GROUPS. THIS BUSINESS RELATIONSHIP BEGAN IN 2004 AND I SPEND APPROX. 1 HOUR A MONTH, RARELY DURING SECURITIES TRADING HOURS 3) I HAVE RENTAL PROPERTY; START DATE 1999; I DEVOTE 5 HRS/MO; MY DUTIES ARE MANAGING AND REPAIRS; BUSINESS ADDRESS FOR BOTH: 25371 LINDA VISTA DRIVE, LAGUNA HILLS, CA 92653.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Samuel Aarons's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 10, 2009 - Present

MONEY MANAGERS, INC.

Office #1: 7495 W Azure Drive 110, Las Vegas, NV 89130

RIA

CRD#: 151602

LAS VEGAS, NV

Past

June 2, 2008 - August 17, 2009

FINANCIAL ADVISERS OF AMERICA, LLC

RIA

CRD#: 142170

LAGUNA HILLS, CA

Past

May 30, 2008 - August 17, 2009

FINANCIAL ADVISERS OF AMERICA, LLC

CRD#: 142170

LAGUNA HILLS, CA

Past

March 2, 2004 - June 2, 2008

CROWN CAPITAL SECURITIES, L.P.

RIA

CRD#: 6312

LAGUNA HILLS, CA

Past

November 21, 2003 - June 2, 2008

CROWN CAPITAL SECURITIES, L.P.

CRD#: 6312

ORANGE, CA

Past

December 12, 2002 - January 21, 2004

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

July 15, 2002 - December 5, 2002

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/10/2009)

IAR

Nevada
(3/21/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/1/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/20/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/31/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/13/2002

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/23/2007

General Securities Principal Examination

Current Firm

MONEY MANAGERS, INC.

CRD#: 151602 / SEC#: 801-123408

RIA

Registered Investment Advisory firm - (7/1/2025 Terminated)

California

Registered Investment Advisory firm - (6/20/2025 Approved)

Nevada

Registered Investment Advisory firm - (6/11/2025 Approved)

Texas

Registered Investment Advisory firm - (4/11/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

7495 W Azure Drive 110, Las Vegas, NV 89130

Mailing Address

Phone number

(725) 254-5220

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (6/20/2025)

FORM ADV PART 2B - ABRAMS (5/15/2025)

FORM ADV PART 2B - WHITLEY (5/15/2025)

FORM ADV PART 2B - AARONS (5/15/2025)

Regulatory assets under management

Total Number of Accounts	291
AUM (Assets Under Management)	$ 53,165,916

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Marc S. Aarons

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Samuel Aarons's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL ADVISERS OF AMERICA, LLC

FINANCIAL ADVISERS OF AMERICA, LLC

CROWN CAPITAL SECURITIES, L.P.

CROWN CAPITAL SECURITIES, L.P.

NEW ENGLAND SECURITIES

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/1/2004

Series 63

Date: 7/20/2002

Series 7

Date: 10/31/2003

Series 6

Date: 7/13/2002

Series 24

Date: 7/23/2007

Current Firm

MONEY MANAGERS, INC.

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MONEY MANAGERS, INC.

TRUST BUT VERIFY

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