Terry Martin Wheeler
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Oct 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to now
- UnemployedAug 2020 to Jul 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2020 to Aug 2020
- Mtsu Tennessee Livestock CenterNov 2019 to Mar 2020
- Farmers Insurance - Angela Privett AgencyMay 2019 to Aug 2019
- TargetAug 2018 to May 2019
- Strategic Wealth Legal AdvisorsMay 2018 to Jul 2018
- Middle Tennessee State UniversityAug 2017 to May 2021
- UnemployedMay 2017 to May 2018
- Brass Lantern Restaurant & LoungeAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 7261485
- Firm CRD
- 7691