Meade Darling Wallman
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.
- Bank of America, N.A.Mar 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
- United Franchise GroupFeb 2024 to Jan 2026
- UnemployedDec 2023 to Jan 2024
- Extended Travel-aupairNov 2022 to Nov 2023
- UnemployedAug 2022 to Oct 2022
- Original American KitchenDec 2020 to Aug 2022
- University of FloridaAug 2019 to Nov 2020
- University of MiamiJan 2019 to Jul 2019
- Kelly's Homemade IcecreamJul 2017 to Dec 2018
- Winter Park High SchoolJan 2016 to Jun 2017
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
- 8216429
- Firm CRD
- 7691