Anna Grace Wysong

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

• 07/2021 → 10/2022
  Bofa Securities, Inc.
  New York, NY
• 09/2014 → 06/2017
  Arrowhead High School
  Hartland, WI
• 07/2015 → 08/2017
  Perkins Restaurant & Bakery
  Hartland, WI
• 09/2017 → 04/2021
  University Of Michigan
  Ann Arbor, MI
• 06/2018 → 08/2018
  Blue Chip Partners
  Farmington Hills, MI
• 06/2019 → 02/2020
  Olive Garden
  Brookfield, WI
• 09/2019 → 12/2019
  University Of Michigan School Of Information
  Ann Arbor, MI
• 07/2020 → 08/2020
  Bank Of America
  New York, NY
• 05/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 10/2022 → 05/2025
  Bank Of America
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-24
• S63 Uniform Securities Agent State Law Examination
  2021-09-24

Other Names

• Anna Wysong
• Anna G Wysong