Colin Aldentaler
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Bank of America, N.A.May 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 to now
- Huntington National BankAug 2024 to Mar 2026
- UnemployedMay 2024 to Aug 2024
- Skyline SocialJan 2024 to May 2024
- Ss & G HermantownJan 2024 to May 2024
- Northwestern MutualMay 2023 to Aug 2023
- Chs Superior LandscapingDec 2022 to Jan 2024
- Cafe JupasMay 2022 to Aug 2022
- QdobaSep 2021 to May 2022
- University of Minnesota - DuluthAug 2020 to May 2024
- Door DashJun 2020 to Sep 2020
- ChipotleSep 2019 to Mar 2020
- Golden Valley Country ClubApr 2019 to Dec 2022
- Haza Foods of MinnesotaJan 2017 to Jun 2018
- WendysJan 2017 to Jun 2018
- Armstrong High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7734021
- Firm CRD
- 7691