Aaron
Mcdonald
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Aaron Mcdonald is a financial advisor based in New York, New York, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Aaron has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Docusign, Provi, Groupon, Irepair Chicago, Accel Entertainment, Stericycle Inc, Insight Global, Fedex Ground, Live Nation Entertainment, Elco Of Chicago, LLC, Nandos Restaurant Group Inc, Partnership Employment - Chicago, Empower Hr, Us Census Bureau, Veterans Sourcing Group, Yelp, and Hireology. Aaron has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Aaron is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of New York, New York. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Aaron Mcdonald Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Docusign
Accel Entertainment
Partnership Employment - Chicago
Us Census Bureau
Veterans Sourcing Group
Hireology
Provi
Empower Hr
Stericycle Inc
Fedex Ground
Live Nation Entertainment
Groupon
Insight Global
Yelp
Elco Of Chicago, LLC
Nandos Restaurant Group Inc
Irepair Chicago
Disclosures
Please visit the SEC profile of Aaron Mcdonald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
Scottsdale, AZ
San Jose, CA
Dallas, TX
Redding, CA
San Rafael, CA
New York, NY
Pasadena, CA
Saint Paul, MN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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