Aileen T Takio

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

• 03/2002 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ

Other Businesses

I*, Entity Type Fiduciary Role, Name of OBA: MLPF& S CUST FPO MR W E T RRA FBO MR W E T Address: Moorestown, New Jersey, 08057 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 06/27/2024 No Hours: 0 No Hours during trading: 0 Duties: Power of Attorney

Exams

• S66 Uniform Combined State Law Examination
  2003-02-21
• S63 Uniform Securities Agent State Law Examination
  2002-06-20

Other Names

• Aileen Theresa Burke