TrueAdvisor
TrueAdvisor
AW
AW

Aaron Daniel Williamson

Merrill Lynch, Pierce, Fenner & Smith Incorporated
19 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
24630 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$1,000

Location

9000 Southside Blvd, Central Business Review Unit, Jacksonville, FL, 32256

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2015 - Present · 10 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2015 - Present · 10 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2015 - Present · 10 yrs 10 mos
Previous Registrations
Strategic Advisers, INC.
December 2010 - April 2015 · 4 yrs 4 mos
Fidelity Brokerage Services LLCBroker
November 2006 - April 2015 · 8 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2006 - October 2006 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.