Aimee M Turner

CRD 4203929 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Conshohocken, PA

IA RegisteredBroker

Also appears in the source record as: Aimee Marie Harple; Aimee Maria Montgomery; Aimee Marie Montgomery; Aimee Marie Turner

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): Series 66Series 65Series 63Series 7TOSeries 6TOSIESeries 7Series 6
Registered states (1): Pennsylvania
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm CRD: 7691
SEC number: 801-14235
Assets under management: $1.8T as of Jun 29, 2026
Website: www.merrilledge.com/GUIDED-INVESTING ↗
Phone: 800-637-7455
Firm location: New York, NY, 10036

Employment history (12)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Conshohocken, PA · IA capacity

Dec 15, 2025 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Conshohocken, PA · BC capacity

start not retrieved → present
M&t Securities, Inc.
IA capacity

Nov 25, 2020 → Jun 9, 2021
M&t Securities, Inc.
BD capacity

Nov 24, 2020 → Jun 9, 2021
Bb&t Securities, LLC
BD capacity

Jan 2, 2018 → Aug 20, 2020
Bb&t Securities, LLC
IA capacity

Jan 2, 2018 → Aug 20, 2020
Bb&t Investment Services, Inc.
IA capacity

Dec 13, 2017 → Jan 2, 2018
Bb&t Investment Services, Inc.
BD capacity

Dec 12, 2017 → Jan 2, 2018
M&t Securities, Inc.
IA capacity

Aug 29, 2011 → Nov 27, 2017
M&t Securities, Inc.
BD capacity

Aug 23, 2011 → Nov 27, 2017
Wilmington Brokerage Services Company
IA capacity

Jun 4, 2002 → Aug 29, 2011
Wilmington Brokerage Services Company
BD capacity

Nov 16, 2000 → Aug 29, 2011

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 4203929 ↗ FINRA BrokerCheck record for CRD 4203929 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.