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MA

Marc Samuel Aarons

MONEY MANAGERS
LAS VEGAS, NV
·CRD# 4459102·24 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

24 years in the financial services industry

Current & Past Employments

MONEY MANAGERS, INC.·CRD# 151602
RIA
7495 W Azure Drive 110, Las Vegas, NV 89130
November 10, 2009 - Present
FINANCIAL ADVISERS OF AMERICA, LLC·CRD# 142170
RIA
Laguna Hills, CA
June 2, 2008 - August 17, 2009
FINANCIAL ADVISERS OF AMERICA, LLC·CRD# 142170
BD
Laguna Hills, CA
May 30, 2008 - August 17, 2009
CROWN CAPITAL SECURITIES, L.P.·CRD# 6312
RIA
Laguna Hills, CA
March 2, 2004 - June 2, 2008
CROWN CAPITAL SECURITIES, L.P.·CRD# 6312
BD
Orange, CA
November 21, 2003 - June 2, 2008
NEW ENGLAND SECURITIES·CRD# 615
BD
New York, NY
December 12, 2002 - January 21, 2004
PFS INVESTMENTS INC.·CRD# 10111
BD
Duluth, GA
July 15, 2002 - December 5, 2002

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Current Firm

MM
MONEY MANAGERS, INC.

MONEY MANAGERS, INC.

CRD#: 151602 / SEC#: 801-123408
RIA
Registered Investment Advisory firm - SEC (7/1/2025 Terminated)
California
Registered Investment Advisory firm - California (6/20/2025 Approved)
Nevada
Registered Investment Advisory firm - Nevada (6/11/2025 Approved)
Texas
Registered Investment Advisory firm - Texas (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).

Contact Information

Main Address

7495 W Azure Drive 110, Las Vegas, NV 89130

Phone Number

(725) 254-5220

# of Employees

4

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

255

AUM (Assets Under Management)

$69,651,016

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2004About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2002About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Oct 2003About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2002About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Jul 2007About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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