Aaron M Motai
Investment Adviser Representative at Corient
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Aaron M. Motai is an investment adviser representative with Corient in St. Petersburg, FL, where they have been registered since 2025. They have worked in the securities industry since 2017 and have been registered with 6 firms, including Charles Schwab & Co., Inc. and TD Ameritrade Investment Management, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- T. ROWE PriceOct 2012 – Feb 2018Tampa, FL
- USAA Financial Advisors IncMay 2019 – May 2020Tampa, FL
- USAA Investment Management CompanyMay 2019 – May 2020Tampa, FL
- USAA Financial Planning ServicesMay 2019 – May 2020Tampa, FL
- UnemployedFeb 2018 – May 2019Clearwater, FL
- Charles Schwab & Co., Inc.May 2020 – Nov 2023Tampa, FL
- Charles Schwab Bank, SSBMay 2021 – Feb 2022Tampa, FL
- TD Ameritrade, Inc.Feb 2022 – Nov 2023Tampa, FL
- TD Ameritrade Investment Management, LLC.Feb 2022 – Nov 2023Tampa, TX
- CorientJun 2025 – no end date reportedSt. Petersburg, FL
- Corient Services LLCJun 2025 – no end date reportedMiami, FL
- Sabal Trust CompanyNov 2023 – Jun 2025Tampa, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Corient
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $250,000 (waivable)
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 599
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Miami, FL
- SEC file number:
- 801-124978
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 21, 2026
View full firm profileOther advisors at Corient
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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 M Motai 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.
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