Max Carlton Woelfer
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to now
- UnemployedMay 2024 to Jul 2024
- Bank of AmericaJun 2023 to Aug 2023
- Full Time StudentAug 2022 to May 2024
- Full Time StudentAug 2021 to May 2022
- Westendorf Car WashesJun 2020 to Dec 2020
- Chipotle: Mexican GrillSep 2019 to Oct 2019
- Full Time StudentJun 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7998428
- Firm CRD
- 7691