Pamela S Wise
Investment adviser representative at &partners
15 yearsExperience
3 statesRegistered in
$30.3BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- &partnersMar 2025 to now
- Bank of America, N.A.Jul 2011 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2011 to Mar 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (DC, ME, TX).
&partners
$30.3BAssets managed
62,194Clients
544Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2904307
- Firm CRD
- 3767