Aileen T Dailey

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

• 06/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hopewell, NJ

Other Businesses

I*951307 For profit or not for profit: Name of outside business organization: St. Albert the Great Parents Association Investment related: N Address of business: Huntingdon Valley, Pennsylvania, 19006 Nature of business: Position, title, association: Administrator, Start date of relationship: 9/1/2022 Number of hours devoted: 3 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: I am being appointed as Treasurer of the Parents Association (PA) for my children's school, St. Albert the Great. I will have access to a checking account for the PA

Exams

• S66 Uniform Combined State Law Examination
  2010-07-07

Other Names

• Aileen Robinson