Aiden Joseph Smith
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Bank of America, N.A.Jul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- LPL Enterprise LLCAug 2025 to Jun 2026
- Principal Life Insurance CompanyAug 2024 to Jul 2025
- Principal Securities, Inc.Aug 2024 to Jul 2025
- UnemployedMay 2024 to Aug 2024
- Onemain FinancialAug 2023 to May 2024
- UnemployedApr 2023 to Aug 2023
- HexarmorAug 2022 to Apr 2023
- Grand Valley State UniversityDec 2021 to Apr 2023
- Static Controls CorpJul 2021 to Dec 2021
- Adrian CollegeAug 2019 to Jul 2021
- UnemployedMay 2019 to Aug 2019
- Buddy's PizzaJul 2018 to Mar 2019
- Canine CollegeJul 2017 to Jan 2018
- Walled Lake Western High SchoolAug 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7949042
- Firm CRD
- 7691