Arturo Aupont
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.
About
Arturo Aupont is a financial advisor with Merrill Lynch Wealth Management who joined the team in 2018. He holds a bachelor's degree in Finance from the University of Illinois Chicago and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA). He maintains FINRA Series 7 and 66 registrations.
Arturo specializes in wealth management strategies tailored to a select group of successful business owners and company executives. His areas of focus include education planning, equity compensation services, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He is dedicated to providing clarity and confidence throughout his clients’ financial journeys by aligning their wealth with their personal goals.
Outside of his professional role, Arturo is a husband, father, and soccer enthusiast. He speaks both English and Spanish.
Expertise
General retirement planning
Retirement income strategy
Equity Recipients (RS/RSU, SOP, ESPP)
Wealth management
Demographic focus
LGBTQIA
Women's Finance
Work history
Bank of America, N.A.
2025 - Present (1 year)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2017 - Present (9 years)
Sidley Austin LLP
2016 - 2017 (1 year)
University of Illinois at Chicago
2016 - 2018 (2 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.
Bryan F
Series 66
Chicago, IL
Edward Jones
Daniel P
Series 66
Griffith, IN
Edward Jones
Mark P
Series 63, Series 66
Hobart, IN
Edward Jones
Robert H
Series 66
Munster, IN
Fidelity
Robert Heitz is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has experience in various capacities within Fidelity, including Investment Consultant and Planning Consultant positions, demonstrating his involvement in multiple aspects of financial advising and client planning. Prior to joining Fidelity, he worked as a Financial Advisor Assistant at Heartland Investment USA from 2021 to 2023. Throughout his career, Robert has focused on guiding clients toward financial clarity and confidence by leveraging his knowledge and Fidelity's resources. He emphasizes building strong client relationships and fostering collaboration to help individuals and families make informed decisions, reduce financial stress, and work toward long-term prosperity. Outside of his professional work, Robert enjoys hiking, movies, museums, outdoor adventures, skiing, and table tennis.
Robert R
Series 66
Highland, IN
Edward Jones
Adrian B
Series 66
Chicago, IL
Edward Jones
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