Aaron L. Weston

FSA WEALTH PARTNERS

Rockville, MD 20850

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CRD#: 6138077

Professional summary

Aaron Liege Weston, CFP®, who also goes by Aaron L Weston, Aaron Weston, is a registered financial advisor currently at FSA WEALTH PARTNERS located in Rockville, Maryland.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Aaron has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aaron L Weston | Aaron Weston

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Liege Weston's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

March 17, 2021 - Present

FSA WEALTH PARTNERS

Office #1: One Church Street Suite 901, Rockville, MD 20850

RIA

CRD#: 104513

Rockville, MD

Past

December 13, 2017 - February 5, 2021

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Bethesda, MD

Past

December 12, 2017 - February 5, 2021

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Bethesda, MD

Past

June 17, 2014 - October 20, 2017

TD AMERITRADE, INC.

RIA

CRD#: 7870

WASHINGTON, DC

Past

June 17, 2014 - October 20, 2017

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

WASHINGTON, DC

Past

June 10, 2014 - October 20, 2017

TD AMERITRADE, INC.

CRD#: 7870

WASHINGTON, DC

Past

March 4, 2013 - May 30, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHANDLER, AZ

Past

December 21, 2012 - May 30, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHANDLER, AZ

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".

FSA WEALTH PARTNERS

FINANCIAL SERVICES ADVISORY | FSA WEALTH PARTNERS, INC. | FSA WEALTH PARTNERS | FSA | FINANCIAL SERVICES ADVISORY INC

CRD#: 104513 / SEC#: 801-18801

RIA

Registered Investment Advisory firm - (4/21/1983 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.

Highlighted states indicate IAR registrations

IAR

Maryland
(3/17/2021)

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

State Security Law Exam

IAR

Series 66

Date: 3/1/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/20/2012

General Securities Representative Examination

Current Firm

FSA WEALTH PARTNERS

FINANCIAL SERVICES ADVISORY | FSA WEALTH PARTNERS, INC. | FSA WEALTH PARTNERS | FSA | FINANCIAL SERVICES ADVISORY INC

CRD#: 104513 / SEC#: 801-18801

RIA

Registered Investment Advisory firm - (4/21/1983 Approved)

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Contact information

Main Address

One Church Street Suite 901, Rockville, MD 20850

Mailing Address

Phone number

(301) 949-7300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FSA DISCLOSURE BROCHURE (4/29/2025)

Regulatory assets under management

Total Number of Accounts	1,964
AUM (Assets Under Management)	$ 770,176,152

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.

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Advisor Monitoring

Firm Stability Insights

Aaron L. Weston

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Liege Weston's CRS (Customer Relationship Summary).

Certified licenses

Experience

FSA WEALTH PARTNERS

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

FSA WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 3/1/2013

SIE

Date: 10/1/2018

Series 7

Date: 12/20/2012

Current Firm

FSA WEALTH PARTNERS

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FSA WEALTH PARTNERS

TRUST BUT VERIFY

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