Gianna Michele Aiello
Investment Adviser Representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Gianna Michele Aiello is an investment adviser representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA, where they have been registered since 2026. They have worked in the securities industry since 2024 and were previously registered with Nylife Securities LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Texas.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
7 states and territories
Arizona, California, Florida, Nevada, Oregon, Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- New York Life Insurance CompanyFeb 2024 – Feb 2026San Jose, CA
- NYLIFE Securities, LLCJul 2024 – Feb 2026San Jose, CA
- Prodesse Property GroupFeb 2023 – Mar 2024San Jose, CA
- GAB Public Relations, LLCDec 2020 – Dec 2022Gloucester, VA
- Ithaca CollegeAug 2019 – May 2021Ithaca, CA
- StarbucksFeb 2019 – Aug 2019San Jose, CA
- BlockAppsMay 2020 – May 2021New York, NY
- Prometheus Real Estate GroupJun 2015 – Feb 2019San Mateo, CA
- West Valley CollegeAug 2012 – May 2019Saratoga, CA
- Unemployed/ Helping FamilyDec 2022 – Jan 2023San Jose, CA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 – no end date reportedSan Jose, CA
- Scarlett Vision MediaOct 2022 – Nov 2022Morgan Hill, CA
- Bank of America, N.A.Apr 2026 – no end date reportedSan Jose, CA
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Merrill Lynch, Pierce, Fenner & Smith Incorporated
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Small Business 401(k) plans including Group 401(k) and Individual 401(k), SEP IRA, SIMPLE IRA, investment fiduciary services, recordkeeping, trading, custodial and financial wellness services, and call center educational support for employees.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25,472
- Offices listed on AdvisorFinder:
- 26
- Main office:
- New York, NY
- SEC file number:
- 801-14235
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 24, 2026
View full firm profileOther advisors at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Showing 12 of 25,472 in the directory
Similar advisors in San Jose, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gianna Michele Aiello has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched