Aron D. Levine
BMO CAPITAL MARKETS | President of Preferred Banking at Bank of America
Chicago, IL 60606
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CRD#: 4715408
Professional summary
Aron Daniel Levine, who also goes by Aron Daniel Levine, is a registered financial professional currently at BMO CAPITAL MARKETS CORP. located in Chicago, Illinois.
Aron is registered as a RR (Registered Representative) and started their career in finance in 2006. Aron has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 10 and Series 24 exams.
Biography
In my role as President of Preferred Banking, and as a member of the company’s executive management team, I am responsible for the growth of the Preferred business, one of the eight lines of business for Bank of America, providing banking, lending and investing solutions to U.S. mass affluent consumers.
I lead a team of more than 40,000 banking employees and financial advisors responsible for providing a full-range of financial solutions aligned to clients’ needs and priorities. Our team includes the Consumer Investments group which helps clients pursue their financial goals by seamlessly providing access to the investment insights of Merrill and the banking convenience of Bank of America.
My leadership team and I are focused on ensuring an industry-leading client experience, overseeing the integration of award-winning digital capabilities combined with a high-touch approach delivered via a nationwide network of financial professionals available via financial centers, centralized contact centers and Merrill offices.
After graduating from the University of Rochester with a degree in both Economics and History, I joined the company through Fleet Financial group and have held leadership roles in Commercial Real Estate Banking, Marketing, Corporate Strategy, and Global Wealth Management.
I also proudly serve on the Global Board of Advisors for Operation HOPE and as a Board Member for both the Boys and Girls Clubs of Metro Atlanta and Horizons Atlanta.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Aron Daniel Levine
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Aron Daniel Levine's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
University of Rochester
BA - Economics
Experience
Current
July 31, 2025 - Present
BMO CAPITAL MARKETS CORP.
Office #1: 320 South Canal Street, Chicago, IL 60606BD
CRD#: 16686
Chicago, IL
Past
October 23, 2009 - July 8, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ATLANTA, GA
Past
June 16, 2008 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
ATLANTA, GA
Past
September 7, 2006 - June 16, 2008
BANC OF AMERICA SECURITIES LLC
BD
CRD#: 26091
CHICAGO, IL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Georgia(7/31/2025)
RR
Illinois(7/31/2025)
RR
New York(7/31/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
New York Stock Exchange
Current Firm
BC
BMO CAPITAL MARKETS CORP.
B2RICK SECURITIES | HARRIS NESBITT GERARD, INC. | HARRIS NESBITT CORP. | GERARD KLAUER MATTISON & COMPANY | GERARD KLAUER MATTISON & CO.,L.L.C. | GERARD KLAUER MATTISON & CO., L.L.C. | GERARD KLAUER MATTISON & CO., INC. | BRICK SECURITIES PARTNERS, L.P. | BRICK SECURITIES ASSOCIATES | BMO CAPITAL MARKETS CORP.
CRD#: 16686 / SEC#: 801-73047, 8-34344
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
151 West 42nd Street, New York, NY 10036
Mailing Address
151 West 42nd Street, New York, NY 10036
Phone number
(212) 702-1101
Established
Delaware since 03/28/1988
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
1,275
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BMO FINANCIAL CORP. | SHAREHOLDER | |
| BRICKLEY, THOMAS JOHN | FINANCIAL AND OPERATIONS PRINCIPAL | 3028843 |
| ESTEY, WARREN FRANCIS | MANAGING DIRECTOR, INVESTMENT BANKING | 3114183 |
| FORLENZA, MICHAEL | HEAD, CHIEF OPERATING OFFICER | 5886049 |
| KAHRAMAN, LEVENT | MANAGING DIRECTOR, GLOBAL MARKETS | 2802822 |
| WOODWARD, JOEL EDWARD | CHIEF FINANCIAL OFFICER | 5467904 |
| YUKILEVICH, DANIEL | CHIEF COMPLIANCE OFFICER | 5635481 |
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 1,210,751,477 |
Disclosures
| Regulatory Event | 46 |
| Civil Event | 1 |
Red Flags
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Company Information
BMO CAPITAL MARKETS CORP.
President of Preferred Banking at Bank of AmericaCRD#: 16686Chicago, IL 60606TRUST BUT VERIFY
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