Aiman T. Alosta

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

• 02/2013 → 11/2016
  Wells Fargo Advisors. Llc
  Alexandria, VA
• 01/2010 → 08/2022
  Wells Fargo Bank Na
  Alexandria, VA
• 11/2016 → 08/2022
  Wells Fargo Clearing Services, Llc
  Alexandria, VA
• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frederick, MD
• 10/2022 → Present
  Bank Of America N.A.
  Frederick, MD

Previous Registrations

• 2013-05-07 → 2022-09-01
  Wells Fargo Clearing Services, Llc
  Alexandria, VA
  Mclean, VA
  Mclean, VA
  York, PA
  Wyomissing, PA

Other Businesses

I*, Entity Type, Name of OBA: Rental Property 1 Address: Alexandria, Virginia, 22309 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 01-Dec-2012 No Hours: 12 yearly No Hours during trading: 0 Duties: I*, Entity Type, Name of OBA: Rental Property 2 Address: Fort Washington, Maryland, 20744 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 01-Nov-2014 No Hours: 12 yearly No Hours during trading: 0 Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-06
• S63 Uniform Securities Agent State Law Examination
  2013-04-16

Other Names

• Aiman T Alosta
• Aiman Tawfeek Alosta