Aaron Penney Albright

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2000 → 10/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 05/2019 → 10/2019
  Bofa Securities, Inc.
  Boston, MA
• 11/2019 → 10/2022
  Bank Of America N.A
  Boston, MA
• 10/2022 → Present
  Raymond James & Associates, Inc.
  Boston, MA

Previous Registrations

• 2019-10-30 → 2022-11-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 2009-06-15 → 2019-05-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
  Boston, MA
  Boston, MA
  Boston, MA
  Boston, MA
• 2001-01-01 → 2005-12-31
  Banc Of America Securities Llc
  Boston, MA
  Boston, MA

Other Businesses

(1)Name of Business: Yale Clu of Boston Address: 378 Canton Ave, Milton, MA, 02186, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 06/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assistant treasurer

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-02
• S63 Uniform Securities Agent State Law Examination
  1992-05-14

Other Names

• Aaron Penney Albright
• Aaron P Albright