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Aaron Joseph Bert

Investment Adviser Representative at CERTIFIED ADVISORY CORP

Altamonte Springs, FLCRD #5543320Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
1 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Aaron Joseph Bert has worked in the securities industry since 2008. They have passed the Series 99, 63, 28, 24, 7, and 6 examinations. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Florida
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 6/10/2013
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/15/2010
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/12/2008
Series 24
General Securities Principal Examination
Passed 9/20/2011
Series 28
Introducing Broker/Dealer Financial Operations Principal Examination
Passed 12/30/2010

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Certified Advisory Corp Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FORTUNE FINANCIAL SERVICES, INC.Current
3/29/2021Altamonte Springs, FL
CERTIFIED ADVISORY CORPCurrent
10/3/2011Altamonte Springs, FL
TRANSAM SECURITIES, INC.
7/14/20089/28/2022Altamonte Springs, FL
MAITLAND SECURITIES, INC.
1/5/20119/30/2019Altamonte Springs, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aaron Joseph Bert has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Aaron Joseph Bert - Financial Advisor in Altamonte Springs, FL | AdvisorFinder