Aimee
Cullen

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5568535
Investment Advisor
in Boston, MA
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About this Advisor

Aimee Cullen is a certified financial planner based in Boston, Massachusetts. Currently an advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, they have accumulated 10 years of professional experience in the financial advisory industry. Cullen has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Cullen is able to operate based out of Connecticut and Texas. During their career, Cullen has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Goodman Advisory Group, Mintz Levin Financial Advisors, The Colony Group and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is based out of Boston, Massachusetts, and has 2,958 offices throughout the nation. As a company, Merrill Lynch, Pierce, Fenner & Smith Inc manages $820 billion in assets across 2,272,151 accounts and employs more than 40,146 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the nation. The firm manages 755,507 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

1 Federal St Pbig - Boston Private Wealth Ctr
Boston, MA 02110

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$819,825,501,997

MA Average: $7,464,549,021
Total Number of Employees

40,146

MA Average: 88
Total Number of Accounts

2,272,151

MA Average: 3,892
Average Account Size

$360,815

MA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Aimee Cullen Work History

Aimee has 10 years of experience.

2015 - Present (4 years)

Bank Of America, N.A

2013 - Present (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2012 (1 years)

Mintz Levin Financial Advisors

2011 - 2013 (2 years)

The Colony Group

2008 - 2011 (3 years)

Goodman Advisory Group

Disclosures

Aimee Cullen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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