Best Investors Account Sign in

Aidan William Counsman

Wells Fargo Advisors Financial Network, LLC

Beverly Hills, CA

Claim This Profile
Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-11
  • CA RA
    APPROVED
    Since 2026-05-11

Branch Locations

9401 Wilshire Blvd 910 9Th Fl, Beverly Hills, CA 90212 • 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
Wells Fargo Advisors Financial Network, Llc Beverly Hills CA 02/2026 Present
N/A St. Petersburg FL 05/2025 02/2026
University Of Florida Gainesville FL 05/2021 05/2025
Shorecrest Preparatory School St. Petersburg FL 02/2016 05/2021
  • 02/2026 → Present
    Wells Fargo Advisors Financial Network, Llc
    Beverly Hills, CA
  • 05/2025 → 02/2026
    N/A
    St. Petersburg, FL
  • 05/2021 → 05/2025
    University Of Florida
    Gainesville, FL
  • 02/2016 → 05/2021
    Shorecrest Preparatory School
    St. Petersburg, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-06-10
S65 Uniform Investment Adviser Law Examination 2025-12-11
  • S63 Uniform Securities Agent State Law Examination
    2026-06-10
  • S65 Uniform Investment Adviser Law Examination
    2025-12-11
Other Names
  • Aidan Counsman

View on SEC IAPD

Other Firms

MORGAN STANLEY
EAGLE STRATEGIES LLC
RBC SECURITIES, INC
RBC ROCHDALE, LLC
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

CECIL YAN SEE HO
JONATHAN Y MCLEAN
ERIN PATRICE BROOKS
Audrey Shih-Min Chang
JULIE FORMAN
KAMRAN W. HEDJASI
HRIPSIME SIMA KEOSHGERIAN
LILY CAI

Other Offices

MORGAN STANLEY · Pasadena, CA
EAGLE STRATEGIES LLC · Pasadena, CA
RBC SECURITIES, INC · Pasadena, CA
EAGLE STRATEGIES LLC · PASADENA, CA
RBC ROCHDALE, LLC · Pasadena, CA
EAGLE STRATEGIES LLC · PASADENA, CA
LPL FINANCIAL LLC · PASADENA, CA
LPL FINANCIAL LLC · PASADENA, CA

More in Beverly Hills, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor