Adviser and broker representative · Portside Wealth Group, LLC
Aaron M. McKell
CRD 6407126 · Provo, UT
At a glance
Aaron M. McKell is an investment adviser representative with Portside Wealth Group, LLC in Provo, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Aaron’s SEC record dates to 2015, about 11 years ago. Aaron is also registered as a broker representative.
Current advisory firm
- Portside Wealth Group, LLCSince November 2025Provo, UT · $1.4B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Aaron’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.