TrueAdvisor
TrueAdvisor
AG
AG

Aaron Benjamin Ghelerter

Merrill Lynch, Pierce, Fenner & Smith Incorporated
5 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

4800-4804 Deer Lake Dr, Ci Client Services, Jacksonville, FL, 32246

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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.

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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2020 - Present · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2020 - Present · 5 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.