Aldo Matteo Ostolaza
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2026 to now
- DozzinoNov 2025 to Feb 2026
- Bank of AmericaJun 2025 to Aug 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to Aug 2025
- Prudential FinancialJun 2024 to Aug 2024
- Party Perfect Rentals LLCJun 2023 to Aug 2023
- Stevens Institute of TechnologyAug 2022 to May 2026
- Candlewood Management Service IncJun 2019 to Aug 2019
- Freehold Township High SchoolAug 2018 to Jun 2022
- Eisenhower Middle SchoolSep 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8106825
- Firm CRD
- 7691