Aaron Joseph Bert
Investment adviser representative at Certified Advisory Corp
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Fortune Financial ServicesMar 2021 to now
- Certified Insurance CorpJun 2013 to now
- Certified Financial Group, Inc.Mar 2013 to now
- Certified Advisory CorpSep 2011 to now
- Maitland Securities, Inc.Jan 2011 to Sep 2019
- Transam Securities, Inc.Jun 2008 to Sep 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
Certified Advisory Corp
$3BAssets managed
2,556Clients
17Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5543320
- Firm CRD
- 120990