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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

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Employer Years Dates
Bank of America, N.A. 6 years, 4 months Dec 2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporatedlas Vegas, Nv 6 years, 6 months Oct 2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated 6 years, 6 months Oct 2012 - Present
UBS Financial Services Inc. 12 years, 11 months Nov 1999 - Oct 2012
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Aaron A. Delsignore?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    2
  • as of date
    Feb 21, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    2
  • as of date
    Feb 21, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Last updated on Jan. 23, 2019
    • $819.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2M
      Accounts
    • $360.8K
      Estimated Average Account Balance

Fees

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