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FIRST AMERICAN ASSET ADVISORY, LLC

GARDEN CITY, NY · CRD 282254 · IAPD ↗ · firstaaa.com · (516) 622-3100

$191.8MRegulatory AUM
6Advisory reps
8Employees
0Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — FIRST AMERICAN ASSET ADVISORY, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2026 — FIRST AMERICAN ASSET ADVISORY, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2026 — FIRST AMERICAN ASSET ADVISORY, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
62
April 2026 — FIRST AMERICAN ASSET ADVISORY, LLC reported RAUM up 37% ($140.2M -> $191.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
July 2025 — FIRST AMERICAN ASSET ADVISORY, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
April 2025 — FIRST AMERICAN ASSET ADVISORY, LLC notice-filed in FL, OR, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — FIRST AMERICAN ASSET ADVISORY, LLC reported RAUM up 41% ($99.7M -> $140.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — FIRST AMERICAN ASSET ADVISORY, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.