Aimee M Turner

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1998 → 11/2017
  Wilmington Trust Co. Of Pa
  Villanova, PA
• 08/2011 → 11/2017
  M&T Securities
  Buffalo, NY
• 12/2017 → 08/2020
  Bb&T Investments
  Charlotte, NC
• 12/2017 → 08/2020
  Bb&T Bank/Truist
  King Of Prussia, PA
• 01/2018 → 08/2020
  Bb&T Securities, Llc/Truist
  Richmond, VA
• 09/2020 → 12/2022
  Wilmington Trust
  Wilmington, DE
• 10/2020 → 12/2022
  M&T Securities
  Wilmington, DE
• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Conshohocken, PA
• 12/2022 → 07/2025
  Pnc Private Bank
  Wayne, PA

Previous Registrations

• 2020-11-25 → 2021-06-09
  M&T Securities, Inc.
  Baltimore, MD
  Wilmington, DE
• 2018-01-02 → 2020-08-20
  Bb&T Securities, Llc
  Charlotte, NC
  King Of Prussia, PA
• 2017-12-13 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  King Of Prussia, PA
• 2011-08-29 → 2017-11-27
  M&T Securities, Inc.
  Timonium, MD
  Villanova, PA
  Wilmington, DE
  Harrisburg, PA
• 2002-06-04 → 2011-08-29
  Wilmington Brokerage Services Company
  Philadelphia, PA
  Haverford, PA
  Villanova, PA

Other Businesses

I*2669283, Entity Type, Name of OBA: Rental Property 1 Address: North WildwoodNew Jersey08260 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 07/29/2025 No Hours: 1 weekly No Hours during trading: 0 Duties: I*2670289, Entity Type, Name of OBA:Rental Property 2 Address: North WildwoodNew Jersey08260 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 10/20/2023 No Hours: 1 weekly No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2025-12-12
• S65 Uniform Investment Adviser Law Examination
  2002-05-29
• S63 Uniform Securities Agent State Law Examination
  2000-12-11

Other Names

• Aimee Marie Harple
• Aimee Marie Montgomery
• Aimee Maria Montgomery
• Aimee Maria Montgomery
• Aimee Marie Turner
• Aimee M Turner