Aimee Cullen

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

• 05/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 05/2015 → Present
  Bank Of America, N.A.
  Boston, MA

Previous Registrations

• 2012-07-19 → 2013-05-31
  Focus Partners Wealth, Llc
  St. Louis, MO
• 2011-08-15 → 2012-08-17
  Mintz Levin Financial Advisors Llc
  Boston, MA
• 2008-11-25 → 2011-07-13
  Lpl Financial Llc
  Needham, MA

Other Businesses

1)FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: W F. P IRREVOCABLE LIFE INSURANCE TRUSTINVESTMENT RELATED: NADDRESS OF BUSINESS: READING, MASSACHUSETTS 1867NATURE OF BUSINESS: TRUST,POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 11/1/2011NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: TRUSTEE OF IRREVOCABLE LIFE INSURANCE TRUST

Exams

• S66 Uniform Combined State Law Examination
  2008-11-12

Designations

• Certified Financial Planner

Other Names

• Aimee Jeanne Martineau
• Aimee Martineau
• Aimee Jeanne Cullen