Unclaimed Profile

Aaron Andrew Berman

PRESTON WEALTH ADVISORS, LLC.·RESTON, Virginia

SIE, Series 6, Series 6TO, Series 7, Series 63, Series 65Clean record17 years registeredPRESTON WEALTH ADVISORS, LLC.

1886 METRO CENTER DRIVE, RESTON, VA 20190CRD# 3086639Firm CRD# 165983

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron Andrew Berman · RESTON, VA

Registration

CRD #3086639 · PRESTON WEALTH ADVISORS, LLC. · 17 years registered

Brand Profile

Not yet started

Career History

IP FINANCIAL ADVISORY SERVICES LLC

Aug 2020 – present

INNOVATION PARTNERS LLC

Jun 2020 – present

SAXONY CAPITAL MANAGEMENT, LLC

Nov 2017 – Jul 2020

Miami, FL

PRESTON WEALTH ADVISORS, LLC.

Mar 2014 – Sep 2017

RESTON, VA

SANTANDER SECURITIES

Sep 2012 – Mar 2013

PROVIDENCE, RI

LPL FINANCIAL LLC

Sep 2012 – Sep 2012

PROVIDENCE, RI

EATON VANCE MANAGEMENT

Aug 2008 – Jun 2012

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 63

Series 65

Registration record

First registered · August 25, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRESTON WEALTH ADVISORS, LLC.

CRD 165983 · SEC 801-81195

AUM

$215M

Regulatory assets under management

Employees

1,043 client accounts

Services offered by PRESTON WEALTH ADVISORS, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Other advisory services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PRESTON WEALTH ADVISORS, LLC. →

Introduction

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Frequently Asked Questions

What services does Aaron Andrew Berman offer?

Aaron Andrew Berman specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in RESTON, Virginia for a consultation.

What are Aaron Andrew Berman's credentials?

Aaron Andrew Berman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aaron Andrew Berman located?

Aaron Andrew Berman is based in RESTON, Virginia, working with PRESTON WEALTH ADVISORS, LLC.. Their office serves clients in the RESTON metropolitan area and surrounding communities.

How does Aaron Andrew Berman charge for services?

Aaron Andrew Berman's firm is compensated through percentage of aum, performance-based fees, other: subscription fees from advisory firms for market indicators. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRESTON WEALTH ADVISORS, LLC.?

PRESTON WEALTH ADVISORS, LLC. has approximately 6 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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