Anne E Wilson
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2026 to now
- Cornelius NurseryAug 2025 to Oct 2025
- UnemployedJul 2025 to Apr 2026
- AgmenityAug 2024 to Jul 2025
- Fawn and Flora Landscape DesignMay 2024 to Aug 2024
- Enchanted ForestSep 2023 to May 2024
- Anne Bass Estate Lone Star StaffingMay 2022 to Jul 2022
- Relevant Realty Group LLCMar 2022 to May 2025
- San Marcos Parks and Recreation DepartmentDec 2021 to Jan 2022
- Brother's Worm FarmSep 2020 to Aug 2021
- Texas State UniversityAug 2020 to Jul 2023
- UnemployedAug 2019 to Aug 2020
- Wharton County Junior CollegeAug 2018 to Aug 2019
- Enchanted GardensMar 2017 to Dec 2018
- UnemployedAug 2016 to Mar 2017
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
- 8261010
- Firm CRD
- 7691