Aaron Pierce, financial advisor Naples FL
89 score

Aaron Pierce

CRD Number: 6145041
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Aaron Pierce (CRD# 6145041) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Naples, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Naples, FL Apr 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples, FL Apr 2016 - Current < 1
Wells Fargo Advisors, LLC Fort Myers, FL Jan 2016 - Mar 2016 < 1
Gyroscope Capital Managment, LLC Naples, FL Oct 2014 - Jan 2016 1
Moors & Cabot Naples, FL Dec 2012 - Dec 2015 3
Irms Inc. Naples, FL Aug 2009 - Dec 2012 3
Best Buy Estero, FL Apr 2009 - Jan 2010 < 1
The Sports Authority Estero, FL Apr 2009 - Aug 2009 < 1
Cea Wayzata, MN Jan 2009 - Apr 2009 < 1
Aaron Pierce Bemidji, MN Jan 2008 - Jan 2009 1
Bemidji Univ Bemidji, MN Aug 2006 - Dec 2008 2
Lakeside Painting Bemidji, MN May 2007 - Aug 2007 < 1
Lakeside Painting Memidji, MN May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Aaron M. Pierce
Phone Number: 800-637-7455
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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