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Aicha Fofana

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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

11 years in the industry.

  1. Bank of America, N.A.Jan 2025 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
  3. Benecon GroupFeb 2021 to Aug 2024
  4. Break Before Start of New JobOct 2020 to Feb 2021
  5. Horst RealtyJul 2020 to Oct 2020
  6. Break / Horst RealtyMar 2020 to Jul 2020
  7. Wayne & GraysonApr 2019 to Oct 2019
  8. Paramount Management GroupMar 2019 to Mar 2020
  9. Trustmark/coresource/tristarrOct 2018 to Jan 2019
  10. Post-graduationMay 2018 to Oct 2018
  11. DswSep 2016 to Feb 2017
  12. F&mApr 2016 to Dec 2016
  13. Franklin & MarshallSep 2015 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
7980175
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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