Kedar Wilson

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 09/2016
  Morgan Stanley
  New York, NY
• 01/2015 → 09/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2016 → 10/2018
  Ubs Fs
  Weehawken, NJ
• 05/2019 → 08/2021
  Foreside Fund Services, Llc
  Cliffside Park, NJ
• 11/2018 → 08/2021
  Tidal Etf Services, Llc/Toroso Investments
  Cliffside Park, NJ
• 08/2021 → Present
  Foreside Fund Services, Llc
  Weehawken, NJ
• 08/2021 → Present
  Tidal Etf Services, Llc/Toroso Investments
  Weehawken, NJ
• 03/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 04/2023 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2016-10-12 → 2018-10-25
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ
• 2013-11-18 → 2016-09-30
  Morgan Stanley
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-07-25
• S63 Uniform Securities Agent State Law Examination
  2012-05-21

Other Names

• Kedar J. Wilson
• Kedar Wilson
• Kedar Joel Wilson
• Kedar J Wilson