William Baldwin Aaron

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2024 → 10/2025
  Merrill Lynch
  New York, NY
• 08/2019 → 12/2020
  Loyola University Maryland
  Baltimore, MD
• 08/2015 → 05/2019
  Avon Old Farms
  Avon, CT
• 06/2022 → 08/2022
  Bank Of America, Merrill Lynch
  Pasadena, CA
• 01/2021 → 05/2023
  University Of Southern California
  Los Angeles, CA
• 07/2023 → 08/2024
  Bank Of America, N.A.
  Northridge, CA
• 11/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2023-09-23 → 2025-10-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Reseda, CA
  Reseda, CA
  New York, NY
  Northridge, CA
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-09-22

Other Names

• William Baldwin Aaron
• William Aaron