UBS Financial Services
45yrs
Top advisor by experience in Hyannis
22yrs
Allyson E Baroni
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 68% of advisors at Merrill Lynch, Pierce, Fenner & Smith
Office1545 Iyannough Rd, Hyannis, MA 02601
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2011 – nowMerrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm
- 2008 – 2010Eaton Vance ManagementPreviously
Questions to ask Allyson
Tailored to Allyson’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Allyson
How do I contact Allyson?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Allyson E Baroni. Allyson works from the Hyannis, MA office.
How long has Allyson been a financial advisor?
Allyson has been in the industry since 2004, about 22 years. More experience than 68% of advisors at Merrill Lynch, Pierce, Fenner & Smith.
What licenses does Allyson hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Allyson a fiduciary?
Allyson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Allyson paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Allyson for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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