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Aedres Nadjem

11 Years of Experience
Pennington, NJ
7 DisclosuresBroker

Aedres Nadjem is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Pennington, NJ, with 11 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

1100-1800 American Blvd, Wealth Management Client Care, Pennington, NJ, 08534

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History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2025
Final
Financial
June 2025
Final
Financial
June 2025
Final
Financial
June 2025
Final
Financial
July 2020
Final
Financial
January 2020
Final
Financial
June 2019
Final
Other Business Activities

Aedres works as a driver for XMD Logistics, delivering Amazon packages, since September 2024. This takes about 10-20% of Aedres's time.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Pruco Securities, LLC.Broker
February 2024 - July 2024 · 5 mos
Prudential Financial Planning Services
February 2024 - July 2024 · 5 mos
Morgan Stanley
August 2015 - November 2022 · 7 yrs 3 mos
Morgan StanleyBroker
August 2015 - November 2022 · 7 yrs 3 mos
UBS Financial Services INC.
January 2012 - August 2014 · 2 yrs 7 mos
UBS Financial Services INC.Broker
January 2012 - August 2014 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2011 - January 2011 · 0 mos
State Registrations51 states
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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.
Aedres Nadjem - Financial Advisor | TrueAdvisor