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Aaron Michael Agte

Graystone Advisor, LLC

Foster City, CA

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Current Employers
Graystone Advisor, Llc

Foster City, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-05
  • CA RA
    APPROVED
    Since 2025-06-05

Branch Locations

Foster City, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vantage Wealth Management, Llc San Mateo CA 08/2008 03/2019
Vantage Wealth Management 02/2010 CA 02/2010 03/2019
Financial Telesis Inc. San Rafael CA 04/2014 03/2019
Lpl Financial Llc San Mateo CA 09/2014 03/2019
Graystone Advisor, Llc Foster City CA 03/2019 Present
  • 08/2008 → 03/2019
    Vantage Wealth Management, Llc
    San Mateo, CA
  • 02/2010 → 03/2019
    Vantage Wealth Management
    02/2010, CA
  • 04/2014 → 03/2019
    Financial Telesis Inc.
    San Rafael, CA
  • 09/2014 → 03/2019
    Lpl Financial Llc
    San Mateo, CA
  • 03/2019 → Present
    Graystone Advisor, Llc
    Foster City, CA
Previous Registrations
Other Businesses

1. 09/12/2014 - REAL ESTATE RENTAL - IVN REL - 10986 COOL LAKE TERRACE SAN DIEGO CA 92128 - OWNER OF REAL PROPERTY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-07
  • S66 Uniform Combined State Law Examination
    2006-01-07
Designations

View on SEC IAPD

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