AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AL

Aaron A Leaman

CFA
KESTRA ADVISORY SERVICES
Pittsburgh, PA
·CRD# 5017564·20 years registered

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

Similar Advisors

Douglas Glenn Neal
AdvisorCheck Check Mark
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#
View profile
Guy David Peel
AdvisorCheck Check Mark
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
AdvisorCheck Check Mark
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
AdvisorCheck Check Mark
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Douglas Glenn Neal
AdvisorCheck Check Mark
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#
Guy David Peel
AdvisorCheck Check Mark
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
AdvisorCheck Check Mark
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
AdvisorCheck Check Mark
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

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

Similar Advisors

Douglas Glenn Neal
AdvisorCheck Check Mark
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#
Guy David Peel
AdvisorCheck Check Mark
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
AdvisorCheck Check Mark
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
AdvisorCheck Check Mark
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

Similar Advisors

Douglas Glenn Neal
AdvisorCheck Check Mark
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#
Guy David Peel
AdvisorCheck Check Mark
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
AdvisorCheck Check Mark
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
AdvisorCheck Check Mark
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Credentials

CFA
Chartered Financial Analyst

Years of Experience

20 years registered in the securities industry

Current & Past Employments

Current

KESTRA ADVISORY SERVICES, LLCCurrent·CRD# 283330
RIA
1. Pittsburgh, PA2. 525 William Penn Place Ste 3401, Pittsburgh, PA 15219
April 19, 2016 - Present
KESTRA INVESTMENT SERVICES, LLCCurrent·CRD# 42046
BD
525 William Penn Place Ste 3401, Pittsburgh, PA 15219
March 10, 2006 - Present

Past

SIGNATURE SELECT WEALTHPast·CRD# 306143
RIA
Pittsburgh, PA
January 10, 2020 - September 30, 2025
KESTRA INVESTMENT SERVICES, LLCPast·CRD# 42046
RIA
Pittsburg, PA
February 4, 2014 - September 22, 2016

Similar Advisors

Douglas Glenn Neal
AdvisorCheck Check Mark
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#
Guy David Peel
AdvisorCheck Check Mark
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
AdvisorCheck Check Mark
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
AdvisorCheck Check Mark
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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 - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025Cover PageReport
12/23/2024Cover PageReport
10/20/2023Cover PageReport

Similar Advisors

Douglas Glenn Neal
AdvisorCheck Check Mark
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#
Guy David Peel
AdvisorCheck Check Mark
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
AdvisorCheck Check Mark
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
AdvisorCheck Check Mark
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

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

Similar Advisors

Douglas Glenn Neal
AdvisorCheck Check Mark
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#
Guy David Peel
AdvisorCheck Check Mark
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
AdvisorCheck Check Mark
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
AdvisorCheck Check Mark
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Pennsylvania
(4/21/2006)
IAR
Pennsylvania
(4/19/2016)

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.Note:This rule does not apply to broker-dealer activity.

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 Apr 2006About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2006About the Series 7 exam
FINRA
SRO Registrations

Similar Advisors

Douglas Glenn Neal
AdvisorCheck Check Mark
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#
Guy David Peel
AdvisorCheck Check Mark
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
AdvisorCheck Check Mark
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
AdvisorCheck Check Mark
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Aaron A Leaman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Douglas Glenn Neal
AdvisorCheck Check Mark
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#
Guy David Peel
AdvisorCheck Check Mark
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
AdvisorCheck Check Mark
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
AdvisorCheck Check Mark
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#