Bradley Vincent Wesolowski
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.Jul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
- Erie Community CollegeSep 2015 to now
- InstacartNov 2025 to Apr 2026
- LPL EnterpriseApr 2025 to Dec 2025
- KeybankJan 2025 to Mar 2026
- LPL Financial LLCSep 2023 to Jan 2025
- Ameriprise Financial Services, LLCJul 2023 to Apr 2024
- Jobena SupplyAug 2022 to Sep 2023
- DoordashMar 2022 to Aug 2022
- Cheesy ChickSep 2018 to Mar 2022
- Crunch FitnessJun 2018 to Dec 2018
- La FitnessNov 2017 to Jun 2018
- Vitamin ShoppeAug 2017 to Oct 2017
- Dominos PizzaFeb 2016 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
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
- 7717742
- Firm CRD
- 7691