AO
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Firm Information

Merrill Lynch, Pierce, Fenner & Smith Incorporated
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
24628 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

The Program fee is based on the totality of the services and is negotiable depending on a number of factors.

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Areas of Practice
Retirement Planning

Advisor Information

Office location

250 Monroe Ave Nw, Grand Rapids, MI, 49503

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Aaron is a licensed foster care provider with Bethany Christian Services, a charitable organization. He dedicates minimal time to this activity.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2023 - Present · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
September 2023 - Present · 2 yrs 4 mos
State Registrations49 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.