Aaron Michael Tillinger

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 11/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Savannah, GA
• 02/2014 → 11/2017
  Bank Of America N.A.
  Savannah, GA
• 11/2017 → Present
  Wells Fargo Clearing Services, Llc
  Savannah, GA

Previous Registrations

• 2014-01-07 → 2017-12-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Savannah, GA
  Savannah, GA
  Savannah, GA

Other Businesses

ST. ANDREW'S SCHOOL, NOT INV RELATED, SAVANNAH, GA, BOARD OF TRUSTEES, START 8/1/2020, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO DISCUSS IMPROVEMENTS, ENROLLMENT, STRATEGIC PLANNING AND ATTENDING FUNDRAISERS. ST. ANDREWS SCHOOL; INVESTMENT RELATED; SAVANNAH,GA; VICE PRESIDENT OF INVESTMENT COMMITTEE; START 10/01/2020; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO EVALUATE THE PORTFOLIO, DISCUSS CHANGES, AND LIAISON BETWEEN BOARD AND COMMITTEE. THE SETTLEMENT HOA, NOT INV RELATED, SAVANNAH, GA, BOARD MEMBER, START 6/1/2021, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, MANAGEMENT OF NEIGBORHOOD, ACTIVITIES, AND CONCERNS.

Exams

• S66 Uniform Combined State Law Examination
  2013-12-27

Other Names

• Aaron M Tillinger
• Aaron Tillinger