![Aaron Donato, financial advisor Melville NY](/img/ws/profile-blank-sq.png)
Aaron Donato (CRD# 6638769) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Melville, NY and has over 7 years of experience in the finance industry.
![Jonathan Abrams, financial advisor Melville NY](/img/ws/profile-blank-sq.png)
CRD# 2587716
Ameriprise Financial Services, LLC
![Lisa Abramson, financial advisor Melville NY](/img/ws/profile-blank-sq.png)
CRD# 2386293
Stifel, Nicolaus & Company, Incorporated
![Stephen Abramson, financial advisor Melville NY](/img/ws/profile-blank-sq.png)
CRD# 854692
Aps Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Melville, NY | Nov 2016 - Current | 7 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville, NY | Apr 2016 - Current | 8 |
Unemployed | Yaphank, NY | Jan 2016 - Apr 2016 | < 1 |
Donato Landscaping, Inc. | Yaphank, NY | May 2010 - Dec 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- CT
- NY
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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