Wesam Akel

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

• 03/2021 → 05/2023
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
• 05/2018 → 03/2021
  Wells Fargo Bank, Na
  San Francisco, CA
• 10/2016 → 04/2017
  Target Corporation
  Irvine, CA
• 04/2017 → 05/2018
  Unemployed
  Irvine, CA
• 05/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2014 → 12/2017
  Orange Coast College
  Costa Mesa, CA
• 08/2023 → Present
  Bank Of America N.A.
  New York, NY

Previous Registrations

• 2021-12-23 → 2023-05-17
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-12-23

Other Names

• Sam Akel