Aaron
Solomon
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Aaron Solomon is a financial advisor working in Nashville, Tennessee, who has been in the industry for 10 years. Solomon currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Solomon has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Morgan Stanley Smith Barney and Bank Of America, N.A. Solomon holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Tennessee and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm that has its headquarters in Nashville, Tennessee. The company has offices in 3,374 locations and a total of 34,906 people on staff. It oversees $1 trillion in assets under management among its 2,825,602 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 5,339 charities and foundations. Of its 2,825,602 accounts, just 9% are held by high-net-worth investors who have more than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc offers a wide set of services, including 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. Financial advisory fee schedules usually are based on which services are provided. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc can consist of any blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,283,837,699,073
34,906
2,825,602
$454,359
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory 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 Solomon Work History
Aaron has 10 years of experience.
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Morgan Stanley Smith Barney
Disclosures
Aaron Solomon has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
Chandler, AZ
New Caney, TX
Mckinney, TX
Newport News, VA
Washington, DC
New York, NY
Lufkin, TX
Nashville, TN
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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