DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Francis J Aiello

Huntington Financial AdvisorsBD affiliatedMonroeville, Pa dual registrantIAPD 4916878

Feed of 09/14/2026

Also filed as Francis Joseph Aiello

At current firm

0 y

since May 7, 2026

In the industry

20 y

since Oct 13, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Ameriprise Financial Services, LLC national BD current
since Jun 30, 2026 · Monroeville, Pa
Huntington Financial Advisors BD affiliated current
since May 7, 2026 · Monroeville, Pa
Edward Jones national BD
May 24, 2024 to May 7, 2026 · Pittsburgh, Pa
Pruco Securities, LLC no RAUM
Feb 28, 2024 to May 21, 2024 · Canonsburg, Pa
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 7, 2023 to Mar 4, 2024 · Pittsburgh, Pa
Fiscal Wisdom Wealth Management LLC independent RIA
Dec 23, 2021 to Dec 5, 2022 · Monroeville, Pa
LPL Financial LLC BD affiliated
Jan 2, 2019 to Feb 23, 2021 · Pittsburgh, Pa
Pnc Wealth Management BD affiliated
Jun 10, 2016 to Oct 26, 2017 · Warren, Pa
Fisher Investments independent RIA
Dec 7, 2015 to May 5, 2016 · Boalsburg, Pa
Citizens Securities, Inc. BD affiliated
Aug 13, 2015 to Dec 7, 2015 · Tyrone, Pa
Pnc Wealth Management BD affiliated
Jun 10, 2011 to Aug 3, 2015 · Cleveland, Oh
Nfp Advisor Services, LLC former
Aug 6, 2010 to May 24, 2011 · Wexford, Pa
Oppenheimer & Co. Inc. BD affiliated
Jun 12, 2009 to Jul 30, 2010 · Pittsburgh, Pa
Pnc Wealth Management BD affiliated
Dec 6, 2006 to Jun 2, 2009 · Pittsburgh, Pa
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 14, 2005 to Oct 31, 2006 · Pittsburgh, Pa

Moves

a registration end followed by a registration begin elsewhere

Edward Jones to Huntington Financial Advisors
left May 7, 2026, registered May 7, 2026 (0 days) · Affiliated broker-dealer or bank to another
Pruco Securities, LLC to Edward Jones
left May 21, 2024, registered May 24, 2024 (3 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Pruco Securities, LLC
left Mar 4, 2024, registered Feb 28, 2024 (-5 days) · Wirehouse to affiliated broker-dealer or bank
Fiscal Wisdom Wealth Management LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Dec 5, 2022, registered Feb 7, 2023 (64 days) · RIA to wirehouse
LPL Financial LLC to Fiscal Wisdom Wealth Management LLC
left Feb 23, 2021, registered Dec 23, 2021 (303 days) · Affiliated broker-dealer or bank to independent RIA
Pnc Wealth Management to LPL Financial LLC
left Oct 26, 2017, registered Jan 2, 2019 (433 days) · Other · moved with a team
Fisher Investments to Pnc Wealth Management
left May 5, 2016, registered Jun 10, 2016 (36 days) · Other
Citizens Securities, Inc. to Fisher Investments
left Dec 7, 2015, registered Dec 7, 2015 (0 days) · Other
Pnc Wealth Management to Citizens Securities, Inc.
left Aug 3, 2015, registered Aug 13, 2015 (10 days) · Other · moved with a team
Nfp Advisor Services, LLC to Pnc Wealth Management
left May 24, 2011, registered Jun 10, 2011 (17 days) · Other
Oppenheimer & Co. Inc. to Nfp Advisor Services, LLC
left Jul 30, 2010, registered Aug 6, 2010 (7 days) · Other
Pnc Wealth Management to Oppenheimer & Co. Inc.
left Jun 2, 2009, registered Jun 12, 2009 (10 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Pnc Wealth Management
left Oct 31, 2006, registered Dec 6, 2006 (36 days) · Other

Signals

Francis J Aiello left Edward Jones for Huntington Financial Advisors (registered 2026-05-07)
May 7, 2026 · Advisor changed firm · fact
Francis J Aiello left Pruco Securities, Llc for Edward Jones (registered 2024-05-24)
May 21, 2024 · Advisor changed firm · fact
Francis J Aiello left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Pruco Securities, Llc (registered 2024-02-28)
Mar 4, 2024 · Advisor changed firm · fact
Francis J Aiello left Fiscal Wisdom Wealth Management Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-02-07)
Dec 5, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address