Aimee Naomi Conway

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2013-02-21

NJ RA
APPROVED

Since 2013-02-21

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

1600 American Blvd, Pennington, NJ 08534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Highbridge	NJ	04/1999	Present

04/1999 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Highbridge, NJ

Other Businesses

I*4665270 Entity Type: Fiduciary Role Name of OBA: MLPF& S CUST FPO F. J C. IRRA FBO F. J C. Address: High Bridge, New Jersey, 8829 Investment Related: No Position, Title, Association: POA Employee Start Date: 06/05/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: POA/Spouse

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-10-07

S66 Uniform Combined State Law Examination

2002-10-07

Other Names

Aimee Naomi Chapel
Aimee N Conway

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