Aaron Stasulis has been an investment adviser representative at Gilbert Greg RIA since June 2020, and is not listed among the firm’s executive officers or direct owners.
Gilbert Greg RIA, LLC is an Oakland, CA firm with $174M under management, 657 clients and 35 advisers across 35 offices, as of its May 2026 filing.
Aaron Stasulis’ longest registration was 10 years at United Planners' Financial Services of America A Limited Partner (2008–2018). Before joining Gilbert Greg RIA in 2020, Aaron Stasulis was registered through United Planners' Financial Services of America A Limited Partner.
- – present · 6 yearsWarren, ME · Adviser representative · Firm CRD 304981
- United Planners' Financial Services of America A Limited Partner– · 10 yearsRockland, ME · Adviser representative · Firm CRD 20804
Investment adviser representative registrations
Aaron Stasulis is registered as an investment adviser representative in Maine, since June 2020.
- MaineSince 4 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 August 2007 |
| Series 7 | General Securities Representative Examination | 18 June 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 December 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Aaron C Stasulis
- CRD
- 2901990
- Firm
- Gilbert Greg RIA · CRD 304981
- Office
- Warren, ME
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1998
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Aaron Stasulis work?
Aaron Stasulis is an investment adviser representative registered through Gilbert Greg RIA, LLC since June 2020, and is not listed among the firm’s executive officers or direct owners.
Is Aaron Stasulis a financial advisor?
Yes. Aaron Stasulis has a current investment-adviser registration in Maine, through Gilbert Greg RIA since June 2020.
How many years of experience does Aaron Stasulis have?
Aaron Stasulis has 28 years in the financial industry, since May 1998, across 2 adviser firms.
What exams has Aaron Stasulis passed?
Aaron Stasulis has passed 3 licensing exams: the Series 6, Series 7 and Series 66. The earliest, the Series 6, was passed in December 1997. FINRA credited Aaron Stasulis with the SIE, which began in October 2018.
Where did Aaron Stasulis work before Gilbert Greg RIA?
Before Gilbert Greg RIA, Aaron Stasulis was registered through United Planners' Financial Services of America A Limited Partner, January 2008 to October 2018.
Where is Aaron Stasulis based?
Aaron Stasulis’ registered office is in Warren, ME.
Is Aaron Stasulis registered with FINRA?
Yes. Aaron Stasulis has a current broker registration, under CRD 2901990.
Source: FINRA BrokerCheck
How can I verify Aaron Stasulis’ record?
Search CRD 2901990 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Aaron Stasulis’ full registration record.