Best Investors Account Sign in

Milton Aaron Durham

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL

CRD 7639601

Claim This Profile
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:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-03-23
TX RA APPROVED 2023-03-22
  • FL RA
    APPROVED
    Since 2023-03-23
  • TX RA
    APPROVED
    Since 2023-03-22

Branch Locations

9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Jacksonville FL 09/2022 Present
Concentrix Jacksonville FL 10/2020 02/2022
Unemployed Jacksonville FL 03/2022 06/2022
Valor Jacksonville FL 08/2022 09/2022
Kforce Jacksonville FL 06/2020 10/2020
Atlantic Coast High School Jacksonville FL 08/2016 07/2020
Bank Of America, N.A. Jacksonville FL 09/2024 Present
  • 09/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith
    Jacksonville, FL
  • 10/2020 → 02/2022
    Concentrix
    Jacksonville, FL
  • 03/2022 → 06/2022
    Unemployed
    Jacksonville, FL
  • 08/2022 → 09/2022
    Valor
    Jacksonville, FL
  • 06/2020 → 10/2020
    Kforce
    Jacksonville, FL
  • 08/2016 → 07/2020
    Atlantic Coast High School
    Jacksonville, FL
  • 09/2024 → Present
    Bank Of America, N.A.
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-10
  • S66 Uniform Combined State Law Examination
    2023-03-10
Other Names
  • Milton Aaron Durham

View on SEC IAPD

Nearby Firms

LPL ENTERPRISE, LLC
MADDEN ADVISORY SERVICES, INC.
SANCHEZ WEALTH MANAGEMENT GROUP, LLC

Nearby Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY

Nearby Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL

More in Jacksonville, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor