Thomas Joseph Aronson

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

• 07/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 06/2022 → 08/2022
  Bank Of America Merrill Lynch
  Charlotte, NC
• 01/2022 → 04/2022
  State Farm
  Clemson, SC
• 11/2020 → 12/2020
  Cedar Fair Entertainment Company - Carowinds
  Charlotte, NC
• 03/2020 → 08/2020
  Cedar Fair Entertainment Company - Carowinds
  Charlotte, NC
• 06/2019 → 08/2019
  Cedar Fair Entertainment Company - Carowinds
  Charlotte, NC
• 04/2018 → 08/2018
  Cedar Fair Entertainment Company - Carowinds
  Charlotte, NC
• 03/2013 → 03/2018
  Grade School - Springfield Middle School & Fort Mill High School
  Fort Mill, SC
• 08/2018 → 06/2019
  High School Student - Fort Mill High School
  Fort Mill, SC
• 08/2019 → 03/2020
  Undergraduate College Student - Clemson University
  Clemson, SC
• 12/2020 → 01/2022
  Undergraduate College Student - Clemson University
  Clemson, SC
• 08/2022 → 05/2023
  Undergraduate College Student - Clemson University
  Clemson, SC
• 08/2023 → Present
  Bank Of America N.A.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-10-12

Other Names

• Thomas J Aronson