Dawn AvilesCRD Number: 7124252
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Dawn Aviles (CRD# 7124252) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ponte Vedra Beach, FL and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Deutsche Bank Securities Inc.
Fidelity Personal And Workplace Advisors
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Nov 2009 - Current||13|
|Bank Of America, N.a.||Jacksonville, FL||Nov 2009 - Current||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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