Wesam Akel
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America N.A.Aug 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2023 to now
- Wells Fargo Clearing Services, LLCMar 2021 to May 2023
- Wells Fargo Bank, NAMay 2018 to Mar 2021
- UnemployedApr 2017 to May 2018
- Target CorporationOct 2016 to Apr 2017
- Orange Coast CollegeAug 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7356308
- Firm CRD
- 7691