Wallace Gray Suggs
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.May 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2026 to now
- Nylife Securities LLCFeb 2026 to Apr 2026
- New York Life Insurance CompanyJan 2026 to Apr 2026
- Thrivent FinancialDec 2024 to Dec 2025
- Thrivent Investment Management IncDec 2024 to Dec 2025
- Trinet Hr Corporation / Grameen America IncApr 2024 to Dec 2025
- Grameen AmericaApr 2024 to Nov 2025
- Fedex CorporateApr 2024 to Jan 2025
- Zia MotorsMay 2023 to May 2024
- First Citizens Investor ServicesJul 2021 to May 2023
- First Citizens BankMar 2021 to May 2023
- Darden Restaurants IncAug 2019 to May 2020
- Fedex GroundJan 2019 to Mar 2019
- UpsOct 2018 to Dec 2018
- Wells Fargo BankJul 2018 to Mar 2021
- UnemployedMar 2018 to Jun 2018
- Delta Air LinesApr 2015 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7408649
- Firm CRD
- 7691