Alec Julian Aronstam

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 04/2016 → 03/2017
  Metlife
  Elmsford, NY
• 07/2016 → 02/2023
  Massmutual Life Insurance Co
  Elmsford, NY
• 03/2017 → 02/2023
  Mml Investors Services, Llc
  Elmsford, NY
• 02/2023 → 09/2024
  Fidelity Investments
  Scarsdale, NY
• 01/2025 → Present
  Lpl Enterprise
  New York, NY
• 09/2024 → 12/2024
  Unemployed
  Tappan, NY

Previous Registrations

• 2023-10-25 → 2024-10-18
  Fidelity Personal And Workplace Advisors
  Scarsdale, NY
• 2021-06-14 → 2022-12-31
  Mml Investors Services, Llc
  Elmsford, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-18
• S63 Uniform Securities Agent State Law Examination
  2018-03-14

Other Names

• Alec Aronstam
• Alec Julian Aronstam