Aldo Marsiglia

Advisor at Merrill

Updated today

Location

Conway, AR 72032

Credentials

Series 66

Industry experience

< 1 year

About

Aldo Marsiglia is an International Wealth Advisor at Merrill Lynch Wealth Management in Miami. He has been with Merrill Lynch since 2005, overseeing portfolio strategies for ultra-high net worth families both in the United States and internationally. Aldo is also a co-founder of the SIGMA Group.

He holds the Certified Investment Management Analyst (CIMA®) designation awarded by the Investments & Wealth Institute™ in conjunction with the University of Chicago Booth School of Business. Aldo earned a Bachelor's degree in Finance from the University of Florida. He is fluent in English, Italian, Spanish, and Portuguese.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Private / alternative investments Charitable giving & philanthropy Multi-generational wealth transfer Cross-border / expatriate tax planning

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Based on Merrill

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

2150 Harkrider St

Conway, AR 72032

Most active in

Arkansas · Texas

Work history

Bank of America, N.A.

2025 - Present (1 year)

Merrill

2025 - Present (1 year)

McLarty Nissan of Benton

2024 - 2025 (1 year)

N & D Technical Services

2024 - 2024 (1 year)

Unemployed

2022 - 2024 (2 years)

Maximus Canada

2020 - 2022 (2 years)

Camosun College

2019 - 2020 (1 year)

Shaw Cable Systems Ltd.

2016 - 2019 (3 years)

Camosun College

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Gregory O

Series 63, Series 65

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Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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CFA®

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General retirement planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Conway, AR

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Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning
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Townsend P

Series 66

Conway, AR

Riverland Wealth Management

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College savings (529s, UTMA, etc.) Business sale tax planning Retirement income strategy Cash flow / budgeting General estate planning guidance
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Elizabeth C

Series 65

Conway, AR

Riverland Wealth Management

Elizabeth Chapman is a financial advisor at Riverland Wealth Management with a Series 65 designation and over five years of experience. Her background includes roles in healthcare and education prior to joining Riverland Wealth Management. Riverland Wealth Management is a fee-only registered investment adviser serving individuals, charitable organizations, and businesses. The firm customizes portfolios and financial plans using a combination of passive and active strategies, managing accounts primarily on a discretionary basis with client-imposed restrictions allowed.

College savings (529s, UTMA, etc.) Business sale tax planning Retirement income strategy Cash flow / budgeting General estate planning guidance
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Lee S

ChFC®, Series 65, Series 66

Conway, AR

Cornerstone Advisors LLC

Lee Sanders is a financial advisor with Cornerstone Advisors LLC, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has 17 years of industry experience, with prior roles at MassMutual Financial Group and Guardian Life Insurance Company. Outside of advising, he serves as Chief Revenue and Strategy Officer for a Texas-based green energy start-up. Cornerstone Advisors LLC provides discretionary portfolio management, pension consulting, and financial planning to individuals, pension plans, and business entities. The firm employs a variety of analytical methods to create tailored investment strategies and manages several hundred million dollars in assets across a limited number of client relationships.

Options & derivatives strategies Annuities Tax-loss harvesting Wealth management Founder/Business Owner
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