Aaron G Forrester

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2017 → 12/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 06/2017 → 09/2017
  Crescent Crown Distribtion
  Mesa, AZ
• 08/2016 → 06/2017
  Skateland Mesa
  Mesa, AZ
• 04/2016 → 08/2016
  Porsche Chandler
  Chandler, AZ
• 08/2016 → 09/2016
  Spirit Halloween Superstores
  Mesa, AZ
• 01/2018 → 12/2021
  Bank Of America, N.A.
  Chandler, AZ
• 01/2023 → Present
  Morgan Stanley
  Gilbert, AZ
• 12/2021 → 01/2023
  Adp
  Tempe, AZ

Previous Registrations

• 2018-03-15 → 2021-12-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ

Other Businesses

*568478 - Aarons Eccentric Garage; Investment related-Yes; Phoenix, Arizona; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 10; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2018-03-14

Other Names

• Aaron Forrester
• Aaron Glen Forrester