Aidan Francis Doherty

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

• 07/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 08/2022 → 03/2023
  Waters Wealth Consultants
  Richmond, VA
• 03/2023 → 07/2023
  Unemployed
  Charlotte, NC
• 06/2022 → 08/2022
  Bank Of America
  Charlotte, NC
• 01/2022 → 06/2022
  Unemployed
  Blacksburg, VA
• 12/2021 → 01/2023
  Eddie Bauer
  Leesburg, VA
• 08/2021 → 12/2021
  Unemployed
  Blacksburg, VA
• 05/2021 → 08/2021
  Jones Meade And Associates
  Falls Church, VA
• 08/2020 → 05/2021
  Unemployed
  Blacksburg, VA
• 04/2020 → 08/2020
  South Riding Golf Club
  South Riding, VA
• 08/2019 → 04/2020
  Unemployed
  Blacksburg, VA
• 06/2019 → 08/2019
  Paramount Promotions Inc Of Maryland
  Chantilly, VA
• 12/2018 → 06/2019
  Unemployed
  South Riding, VA
• 04/2018 → 12/2019
  Dulles South Recreation Center
  South Riding, VA
• 08/2017 → 04/2018
  Unemployed
  South Riding, VA
• 05/2017 → 08/2017
  Community Pools
  Aldie, VA
• 08/2016 → 05/2017
  Unemployed
  South Riding, VA
• 08/2019 → 05/2023
  Virginia Tech
  Blacksburg, VA

Exams

• S66 Uniform Combined State Law Examination
  2026-06-11

Other Names

• Aidan Francis Doherty
• Aidan Doherty