Aimee
Cullen

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5568535
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Aimee Cullen is a certified financial planner whose office is in Boston, Massachusetts. Currently a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Cullen has 11 years of professional experience. Cullen holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Cullen is registered to advise clients in Connecticut and Texas. During their career, Cullen has held roles at Goodman Advisory Group, Mintz Levin Financial Advisors, Merrill Lynch, Pierce, Fenner & Smith Inc, The Colony Group and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is based out of Boston, Massachusetts, and operates out of 3,132 additional offices in the country. In total, Merrill Lynch, Pierce, Fenner & Smith Inc manages $797 billion in assets dispersed across 2,472,247 accounts and retains more than 41,217 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the United States. The firm manages 797,993 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 5% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Merrill Lynch, Pierce, Fenner & Smith Inc can offer 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 may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

MA Average: 88
Total Number of Accounts

2,472,247

MA Average: 3,892
Average Account Size

$322,494

MA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 12 years of experience.

2015 - Present (5 years)

Bank Of America, N.A

2013 - Present (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2012 (1 year)

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.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Chandler, AZ
Katrina Stump
Portland, OR
Mark Seitzer
Hot Springs National Park, AR
Terence Zagara
Chandler, AZ
Sheldon Stephen
Everett, WA
Robert Dunn
Pennington, NJ
Antonella Barrero
Cincinnati, OH
Ali Abbas
Lake Worth, FL

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started