Aaron Mccormick
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Pittsburgh, PA 15219
Credentials
Series 63, Series 66
Industry experience
22 years
About
Aaron Mccormick serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2009, Aaron has progressed from a Senior Registered Client Associate to a Financial Advisor for the Nader and McCormick Group in 2016. His work focuses on developing individualized client relationships rooted in trust, integrity, and confidentiality, providing personalized wealth management strategies tailored to successful individuals, families, and businesses.
Aaron’s expertise encompasses a broad range of client needs including college education planning, family wealth management strategies, legacy planning, retirement income, and socially responsible investing. The Nader and McCormick Group employs a consultative and objective approach, analyzing various financial elements such as accounts, insurance policies, retirement plans, and estate planning to create tailored wealth management solutions. Aaron holds several professional designations, including Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA).
He earned a Bachelor’s Degree from Kenyon College, where he was a four-year varsity swimmer, a two-time NCAA National Qualifier, and served as co-captain his senior year. Outside of his professional role, Aaron's personal interests include boating, football, golfing, photography, scuba diving, skiing, soccer, swimming, tennis, and spending time with his family.
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
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Retirement income strategy
General retirement planning
Tax-loss harvesting
Charitable giving & philanthropy
Demographic focus
Women's Finance
Values-based investing
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Location
600 Grant St
Pittsburgh, PA 15219
Most active in
Aaron M has reported serving >5 clients in these states in the last 12 months.
Connecticut · Pennsylvania · Texas
Work history
Bank Of America, N.a.
2016 - Present (10 years)
Merrill
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Arlene N
Series 63
Pittsburgh, PA
A. Neff Associates LLC
Gary S
CFP®, Series 63, Series 65
Canonsburg, PA
Storie Financial Advisory LLC
Jay P
Series 66
Pittsburgh, PA
ClearPeak Capital Management
Patrick D
CFP®, Series 63, Series 65
Wexford, PA
Drazga Wealth Advisors, LLC
Thomas F
CFA®, Series 63
Pittsurgh, PA
Emmanuel Capital Management, LLC
Michael M
Series 66
Pittsburgh, PA
Solid Oak Advisory
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")