David Wilson Jr., financial advisor Greenwich CT

David Wilson Jr.

CRD Number: 825274
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

David Wilson Jr. (CRD# 825274) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greenwich, CT and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Greenwich, CT Jun 2017 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich, CT Apr 2017 - Current 6
Neuberger Berman, LLC New York, NY Mar 2007 - Mar 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
Contact Info for David Wilson Jr.
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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