Aaron Weston has been an investment adviser representative at FSA Wealth Partners since March 2021, and is not listed among the firm’s executive officers or direct owners. Aaron Weston holds a Political science degree from Colorado State University.
Fsa Wealth Partners, Inc. is a Rockville, MD firm with $820M under management, 698 clients and 9 advisers in one office, as of its April 2026 filing.
Aaron Weston is a Financial Advisor at FSA Wealth Partners. He joined the firm in February 2021 and works with clients on retirement planning, estate planning and other financial planning and investment guidance. He began his career in 2012 with Charles Schwab, TD Ameritrade and Merrill Lynch.
Aaron Weston’s longest registration is the current one, 5 years at FSA Wealth Partners since 2021. Before joining FSA Wealth Partners in 2021, Aaron Weston was registered through Charles Schwab & Co., Inc. and TD Ameritrade Investment Management, LLC.
- Fsa Wealth PartnersCurrent– present · 5 yearsRockville, MD · Adviser representative · Firm CRD 104513
- Charles Schwab & Co., Inc.– · 3 yearsBethesda, MD · Adviser representative · Firm CRD 5393
- TD Ameritrade Investment Management, LLC– · 3 yearsWashington, DC · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · 3 yearsWashington, DC · Adviser representative · Firm CRD 7870
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearChandler, AZ · Adviser representative · Firm CRD 7691
Professional designations
Listed by FSA Wealth Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Aaron Weston is registered as an investment adviser representative in Maryland, since March 2021.
- MarylandSince 17 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 March 2013 |
| Series 7 | General Securities Representative Examination | 20 December 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Aaron Liege Weston
- CRD
- 6138077
- Firm
- FSA Wealth Partners · CRD 104513
- Office
- ONE CHURCH STREET, SUITE 901, Rockville, MD 20850
- Registration
- Investment adviser registration
- In the industry since
- March 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fsawealthpartners.com
Where does Aaron Weston work?
Aaron Weston is an investment adviser representative registered through Fsa Wealth Partners, Inc. since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Aaron Weston a financial advisor?
Yes. Aaron Weston has a current investment-adviser registration in Maryland, through FSA Wealth Partners since March 2021.
How many years of experience does Aaron Weston have?
Aaron Weston has 13 years in the financial industry, since March 2013, across 5 adviser firms.
What exams has Aaron Weston passed?
Aaron Weston has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2012. FINRA credited Aaron Weston with the SIE, which began in October 2018.
Where did Aaron Weston work before FSA Wealth Partners?
Before FSA Wealth Partners, Aaron Weston was registered through Charles Schwab & Co., Inc., December 2017 to February 2021; TD Ameritrade Investment Management, LLC, June 2014 to October 2017; TD Ameritrade, Inc., June 2014 to October 2017; Merrill Lynch, Pierce, Fenner & Smith Incorporated, March 2013 to May 2014.
Where is Aaron Weston based?
Aaron Weston’s registered office is in Rockville, MD.
Is Aaron Weston registered with FINRA?
No. Aaron Weston has no current broker registration.
Is Aaron Weston a CFP?
FSA Wealth Partners lists Aaron Weston with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Aaron Weston’s record?
Search CRD 6138077 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Weston’s full registration record.
