Anna Grace Wysong
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2025 to now
- Bank of AmericaOct 2022 to May 2025
- Bofa Securities, Inc.Jul 2021 to Oct 2022
- Bank of AmericaJul 2020 to Aug 2020
- University of Michigan School of InformationSep 2019 to Dec 2019
- Olive GardenJun 2019 to Feb 2020
- Blue Chip PartnersJun 2018 to Aug 2018
- University of MichiganSep 2017 to Apr 2021
- Perkins Restaurant & BakeryJul 2015 to Aug 2017
- Arrowhead High SchoolSep 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7261207
- Firm CRD
- 7691