Aaron L. Hattenbach
Professional summary
Aaron Louis Hattenbach, CFP®, who also goes by Aaron Hattenbach, is a registered financial advisor currently at RAPPORT FINANCIAL, LLC located in San Francisco, California.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Aaron has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Louis Hattenbach's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
January 13, 2017 - Present
RAPPORT FINANCIAL, LLC
Office #1: 505 Montgomery Street Suite 1100, San Francisco, CA 94111August 23, 2018 - August 24, 2020
EMERSON EQUITY LLC
August 21, 2015 - December 2, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 21, 2015 - December 2, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 4, 2013 - April 4, 2014
HIGHTOWER SECURITIES, LLC
February 21, 2012 - April 4, 2014
HIGHTOWER ADVISORS, LLC
February 7, 2011 - February 29, 2012
CONCENTRIC CAPITAL LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/19/2017)
(1/13/2017)
Exams
Current Firm
RAPPORT FINANCIAL, LLC
CRD#: 286308 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 168 |
| AUM (Assets Under Management) | $ 44,165,709 |
Red Flags
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