Joseph William Wilson
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Joseph William Wilson? 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.Jul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- Trinity Wealth Securities, LLCApr 2026 to May 2026
- Colorado State University-global CampusJan 2026 to Mar 2026
- Mojave RestaurantJun 2025 to Mar 2026
- Zama MexicanJan 2025 to Jun 2026
- Wolfe PerseveranceNov 2024 to Nov 2024
- Roof Right Now AtlantaOct 2024 to Oct 2025
- Brock Built HomesJul 2024 to Sep 2024
- Higgins Crab HouseMay 2024 to Aug 2024
- Uncle Julio CorpJan 2024 to Aug 2024
- Jays Valet LLCAug 2023 to Dec 2023
- Hacienda ColoradoFeb 2023 to Aug 2024
- University of Colorado BoulderAug 2022 to May 2024
- Community College of Baltimore CountyJan 2021 to May 2022
- Queens University of CharlotteAug 2020 to Jan 2021
- High Sierra PoolsJul 2020 to Aug 2020
- Manhattan PizzaJun 2019 to Aug 2020
- VintageMar 2017 to Mar 2019
- Oakdale High SchoolAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8247827
- Firm CRD
- 7691