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Aaron Michael Collins

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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

14 years in the industry.

  1. Bank of America, N.A.Jun 2026 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
  3. Equitable Advisors, LLCMar 2025 to May 2026
  4. Southern New Hampshire UniversityJan 2024 to Nov 2024
  5. WalmartApr 2023 to Apr 2025
  6. Hyatt Regency Chesapeake BayMay 2021 to Jan 2022
  7. WalmartApr 2020 to Jan 2023
  8. Dipietros NY PizzariaJan 2020 to Jun 2020
  9. Salisbury UniversityJan 2019 to Jun 2020
  10. Florida International UniversityAug 2017 to Dec 2018
  11. Towne ParkMar 2017 to Dec 2019
  12. Cambridge South Dorchester High SchoolSep 2012 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (MD, 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
8036477
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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