Aaron
Redmond

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6345167
Investment Advisor
in New York, NY
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About this Advisor

Aaron Redmond is a financial advisor whose office is in New York, New York. Currently a registered advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Redmond has 12 years of professional experience as a financial advisor. Redmond maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Redmond can serve clients based out of Illinois and Texas. During their career, Redmond has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America Merchant Services and Bank Of America. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in New York, New York, and has 2,958 offices across the United States. In total, Merrill Lynch, Pierce, Fenner & Smith Inc manages $820 billion in assets throughout 2,272,151 accounts and retains more than 40,146 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the nation. The firm manages 755,507 accounts on a discretionary basis, meaning 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 greater than $1 million in investable 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 may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

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

Yes

Office Location

One Bryant Park Office Of Cao - Awl Local Markets Organization
New York, NY 10036

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

NY Average: 88
Total Number of Accounts

2,472,247

NY Average: 3,892
Average Account Size

$322,494

NY 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

Aaron Redmond Work History

Aaron has 12 years of experience.

2014 - Present (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2014 (2 years)

Bank Of America Merchant Services

2006 - 2012 (6 years)

Bank Of America

Disclosures

Aaron Redmond has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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