Aaron
Mcdonald

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7575586
Investment Advisor
in New York, NY

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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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

One Bryant Park
New York, NY 10036

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

NY Average: 88
Total Number of Accounts

2,911,578

NY Average: 3,892
Average Account Size

$436,737

NY Average: $1,917,921

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

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2022 (1 year)

Docusign

2021 - 2021 (< 1 year)

Accel Entertainment

2021 - 2021 (< 1 year)

Partnership Employment - Chicago

2020 - 2020 (< 1 year)

Us Census Bureau

2020 - 2021 (1 year)

Veterans Sourcing Group

2020 - 2021 (1 year)

Hireology

2019 - 2020 (1 year)

Provi

2019 - 2019 (< 1 year)

Empower Hr

2018 - 2019 (1 year)

Stericycle Inc

2018 - 2018 (< 1 year)

Fedex Ground

2018 - 2019 (1 year)

Live Nation Entertainment

2017 - 2017 (< 1 year)

Groupon

2017 - 2017 (< 1 year)

Insight Global

2017 - 2019 (2 years)

Yelp

2016 - 2016 (< 1 year)

Elco Of Chicago, LLC

2015 - 2015 (< 1 year)

Nandos Restaurant Group Inc

2012 - 2021 (9 years)

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

Katelyn Gallagher
Scottsdale, AZ
Savanna Brown
Spokane, WA
Parker Gray
Hunt Valley, MD
Frank Alexander
Rockville, MD
Joaquin Gouch
Farmington, MI
Cheryl Bonomo
New York, NY
Casey Edwards
New York, NY

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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