AL
Aaron A. Leaman
KESTRA ADVISORY SERVICES
Pittsburgh, PA
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CRD#: 5017564
AL
Professional summary
Aaron A Leaman, CFA is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Pittsburgh, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Pittsburgh, Pennsylvania.
Aaron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Aaron has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.
Name: SIGNATURE VENTURES, LLC POSITION: Member Investor NATURE: Private direct investments by members only INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 11/01/2020 ADDRESS: 1301 Grandview Ave Suite 300, Pittsburgh PA 15211, United States DESCRIPTION: No duties or obligations beyond participating in the sourcing and screening of the opportunities Name: Rodef Shalom Investment Related: No Address: 4905 Fifth Ave Pittsburgh PA 15213 Nature of Business: Board Position Title: Member of the Investment Committee Start Date: 10/1/2020 Hrs/mth: 0-16 Duties: Assisting in oversight of the endowment funds, reviewing statements, and providing input to the executive committee in regards to spending and capital investment decisions Name: University of Pgh; Osher Lifelong Learning Institute Investment Related: No Address: 239 Anita Ave Pittsburgh PA 15217 Nature of Business: None of the above Title: Teacher Start Date: 9/1/2019 Hrs/mth: 0-16 Duties: Teach five classes per semester, three semesters per year Name: Hillel JUC of Pittsburgh Investment Related: No Address: 4607 Forbes Avenue Pittsburgh PA 15213 Nature of Business: Board Position Title: Board Member, Chair of the Finance Committee Start Date: 4/15/2018 Hrs/mth: 0-16 Duties: Monthly committee meetings, quarterly board meetings. Supervising and consulting on the overall financial health of the institution, plus providing guidance and decision making support for all major financial decisions. Name: Aaron A. Leaman Investment Related: No Address: 239 Anita Ave Pittsburgh PA 15217 Nature of Business: Board Position Title: Board Member (Finance Committee) Start Date: 7/18/2017 Hrs/mth: 0-16 Duties: 3-4 meetings per year + ancillary phone calls and research Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Title: Investment Advisor Representative Start Date: 4/4/2016 Hrs/mth: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: SIGNATURE FINANCIAL PLANNING POSITION: Principal, Chief Investment Officer NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 04/15/2005 ADDRESS: 525 William Penn Place, Suite 3401, Pittsburgh PA 15219 DESCRIPTION: Supervise and manage all investment portfolios, trading and investment research. Additionally manage the firm/business as CFO. Name: SIGNATURE WEALTH POSITION: Principal, Chief Investment Officer NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 04/15/2005 ADDRESS: 525 William Penn Place, Suite 3401, Pittsburgh PA 15219 DESCRIPTION: Supervise and manage all investment portfolios, trading and investment research. Additionally manage the firm/business as CFO. Name: SIGNATURE LEGACY HOLDINGS LLC POSITION: Member NATURE: Holdings company for Kingfisher stock - see Bluespring or Kestra legal department for more details INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 525 William Penn Place, Suite 3401, Pittsburgh PA 15219, United States DESCRIPTION: General Member NAME: FILM PITTSBURGH BOARD POSITION POSITION: Secretary of the board NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 1789 S Braddock Ave #565, Pittsburgh PA 15218, United States DESCRIPTION: Attending meetings, keeping notes and minutes, and serving on the jury that selects films for the festivals. I also attend festivals and occasionally speak on behalf of the organization before screenings. One important note: the organization is a client of Signature. We manage one account for them
CRS (Client Relationship Summary) - RIA
Click below to view Aaron A Leaman's 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®
Experience
Current
April 19, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #2: 525 William Penn Place Ste 3401, Pittsburgh, PA 15219RIA
CRD#: 283330
Pittsburgh, PA
Current
March 10, 2006 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 525 William Penn Place Ste 3401, Pittsburgh, PA 15219BD
CRD#: 42046
PITTSBURGH, PA
Past
January 10, 2020 - September 30, 2025
SIGNATURE SELECT WEALTH
RIA
CRD#: 306143
PITTSBURGH, PA
Past
February 4, 2014 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
PITTSBURG, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Pennsylvania(4/21/2006)
IAR
Pennsylvania(4/19/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
