Aimee Turner is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Boston, MA, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

100 Federal St, Boston, MA, 02110

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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 IncorporatedBroker
August 2025 - Present · 9 mos
Previous Registrations
M&t Securities, INC.
November 2020 - June 2021 · 7 mos
M&t Securities, INC.Broker
November 2020 - June 2021 · 7 mos
Bb&t Securities, LLCBroker
January 2018 - August 2020 · 2 yrs 7 mos
Bb&t Securities, LLC
January 2018 - August 2020 · 2 yrs 7 mos
Bb&t Investment Services, INC.
December 2017 - January 2018 · 1 mo
Bb&t Investment Services, INC.Broker
December 2017 - January 2018 · 1 mo
M&t Securities, INC.
August 2011 - November 2017 · 6 yrs 3 mos
M&t Securities, INC.Broker
August 2011 - November 2017 · 6 yrs 3 mos
Wilmington Brokerage Services Company
June 2002 - August 2011 · 9 yrs 2 mos
Wilmington Brokerage Services CompanyBroker
November 2000 - August 2011 · 10 yrs 9 mos
State Registrations1 state
PA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.