Best Investors Account Sign in
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
TX RA APPROVED 2026-08-31
MN RA APPROVED 2026-06-02
  • TX RA
    APPROVED
    Since 2026-08-31
  • MN RA
    APPROVED
    Since 2026-06-02

Branch Locations

1994 Robert St S, West Saint Paul, MN 55118 • United States

510 E 96Th St, Indianapolis, IN 46240 • 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
Bank Of America, N.A. West Saint Paul MN 05/2026 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated West Saint Paul MN 03/2026 Present
Huntington National Bank Maple Grove MN 08/2024 03/2026
Unemployed Plymouth MN 05/2024 08/2024
University Of Minnesota - Duluth Duluth MN 08/2020 05/2024
Northwestern Mutual Edina MN 05/2023 08/2023
Armstrong High School Plymouth MN 09/2016 06/2020
Unemployed Plymouth MN 04/2016 09/2016
Wendys Plymouth MN 01/2017 06/2018
Golden Valley Country Club Golden Valley MN 04/2019 12/2022
Qdoba Duluth MN 09/2021 05/2022
Skyline Social Duluth MN 01/2024 05/2024
Chipotle Minnetonka MN 09/2019 03/2020
Ss & G Hermantown Hermantown MN 01/2024 05/2024
Cafe Jupas Minnetonka MN 05/2022 08/2022
Haza Foods Of Minnesota Plymouth MN 01/2017 06/2018
Chs Superior Landscaping Duluth MN 12/2022 01/2024
Door Dash Plymouth MN 06/2020 09/2020
  • 05/2026 → Present
    Bank Of America, N.A.
    West Saint Paul, MN
  • 03/2026 → Present
    West Saint Paul, MN
  • 08/2024 → 03/2026
    Huntington National Bank
    Maple Grove, MN
  • 05/2024 → 08/2024
    Unemployed
    Plymouth, MN
  • 08/2020 → 05/2024
    University Of Minnesota - Duluth
    Duluth, MN
  • 05/2023 → 08/2023
    Northwestern Mutual
    Edina, MN
  • 09/2016 → 06/2020
    Armstrong High School
    Plymouth, MN
  • 04/2016 → 09/2016
    Unemployed
    Plymouth, MN
  • 01/2017 → 06/2018
    Wendys
    Plymouth, MN
  • 04/2019 → 12/2022
    Golden Valley Country Club
    Golden Valley, MN
  • 09/2021 → 05/2022
    Qdoba
    Duluth, MN
  • 01/2024 → 05/2024
    Skyline Social
    Duluth, MN
  • 09/2019 → 03/2020
    Chipotle
    Minnetonka, MN
  • 01/2024 → 05/2024
    Ss & G Hermantown
    Hermantown, MN
  • 05/2022 → 08/2022
    Cafe Jupas
    Minnetonka, MN
  • 01/2017 → 06/2018
    Haza Foods Of Minnesota
    Plymouth, MN
  • 12/2022 → 01/2024
    Chs Superior Landscaping
    Duluth, MN
  • 06/2020 → 09/2020
    Door Dash
    Plymouth, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-02
  • S66 Uniform Combined State Law Examination
    2026-06-02
Other Names
  • Colin James Aldentaler

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in West Saint Paul, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor