Wesley Garrett Simmons
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
6 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
6 years in the industry.
- Bank of America, N.A.Dec 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to now
- The Prudential Insurance Company of AmericaMay 2022 to Nov 2022
- Pruco Securities LLCApr 2022 to Nov 2022
- Fidelity Brokerage Services LLCMay 2020 to May 2022
- Fidelity InvestmentsApr 2019 to May 2022
- Fitlab Fitness ClubJul 2018 to Mar 2019
- General Nutrition CenterFeb 2018 to Jul 2018
- New Hampshire Technical InstituteSep 2016 to May 2018
- Fitlab Fitness ClubJan 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7256155
- Firm CRD
- 7691