Alyssa Mae Wasmund
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Alyssa Mae Wasmund? Claim your profile
Contact this firm
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.Jun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to now
- UnemployedDec 2024 to Mar 2025
- Daniel's JewelersApr 2024 to Dec 2024
- UnemployedJan 2024 to Apr 2024
- Dysart Unified School DistrictSep 2023 to Jan 2024
- UnemployedMay 2023 to Sep 2023
- Arizona Historical SocietyDec 2022 to May 2023
- University of ArizonaAug 2020 to May 2023
- City of SurpriseApr 2018 to May 2021
- Shadow Ridge High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8067805
- Firm CRD
- 7691