Aristotelis Hercules Cotoulas

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

• 05/2026 → 06/2026
  Jpmorgan Chase Bank, N.A.
  Brooklyn, NY
• 07/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brooklyn, NY
• 07/2015 → 07/2019
  New York Department Of Education
  New York, NY
• 08/2019 → 12/2022
  Acellus Academy
  Kansas City, MO
• 01/2024 → 04/2026
  Pennsylvania State University
  University Park, PA
• 01/2023 → 12/2023
  Asellus Academy
  Brooklyn, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-08-25

Other Names

• Aristotelis Cotoulas
• Ari Cotoulas
• Aristotelis H Cotoulas
• Aristotelis Hercules Cotoulas