Aaron Pimentel
CFP®Professional Summary
Aaron Pimentel, CFP®, who also goes by Aaron B Pimentel, Aaron Bert Pimentel, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Bellevue, Washington and CHARLES SCHWAB & CO., INC. located in Bellevue, Washington. Aaron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Aaron has worked at 11 firms and has passed the Series 65, Series 63, SIE and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
As your Financial Consultant, I will act as your advocate to help ensure that your financial plan is customized to meet your family's unique needs. Together, we will build a financial plan, identify strategies to improve that plan, and always put your interest first.
Other Aliases
Aaron Pimentel, Aaron B Pimentel, Aaron Bert Pimentel
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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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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Credentials
Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
Education
California State University, Dominguez Hills
Finance , Bachelor of Science (BS)
Finance , Bachelor of Science (BS)
2014
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Current Firm
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.
Contact Information
Main Address
425 Market Street 17th Floor, San Francisco, CA 94105Phone Number
(415) 667-7000# of Employees
1,457SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.
State Registrations and Notice Filings
(7/8/2026)
(7/22/2026)
(7/8/2026)
(7/8/2026)
(7/11/2026)
(7/8/2026)
(7/29/2026)
(7/8/2026)
(8/5/2026)
(5/11/2026)
(5/11/2026)
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.
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Aaron Pimentel's CRS (Customer Relationship Summary).
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