Aaron Mark Mckell
Investment adviser representative at Portside Wealth Group, LLC
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 yearsFirm in business
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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 fee
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
12 years in the industry.
- Simplicity InvestmentsMar 2026 to now
- Portside Wealth Group, LLCNov 2025 to now
- Mckell Wealth PlanningNov 2025 to now
- UnemployedNov 2025 to Nov 2025
- Financial AdvisorMar 2024 to Nov 2025
- Osaic Wealth, Inc.Sep 2023 to Nov 2025
- Sagepoint Financial, Inc.Nov 2020 to Sep 2023
- LPL FinancialDec 2014 to Nov 2020
- Veater Financial GroupOct 2014 to Nov 2025
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Portside Wealth Group, LLC
$1.4BAssets managed
6,475Clients
56Advisers
3 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
- 6407126
- Firm CRD
- 325175