Grant Owen Aidner

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

• 04/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2009 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*126653 For profit or not for profit: For-Profit Organization Name of outside business organization: Aidner Fitness, LLC Investment related: N Address of business: Fair Haven, New Jersey 07704 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 9/1/2019 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Fitness/Pilates Instruction and Personal Training. Primarily my wife, but I am also a member. I*1029257 For profit or not for profit: Entity For Profit Name of outside business organization: Walmaro Capital LLC Investment related: Y Address of business: Fair Haven, New Jersey, 07704 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 9/27/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Delaware LLC created to hold private investments as an estate planning vehicle. At this time I am sole member and hold 100% membership interest.

Exams

• S66 Uniform Combined State Law Examination
  2004-10-21