Harrison D Wright

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

• 09/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsford, NY
• 08/2023 → 09/2024
  Quality Vision International Inc.
  Rochester, NY
• 08/2020 → 07/2023
  Full-Time Student (Harding University)
  Searcy, AR
• 05/2022 → 07/2023
  Federal Deposit Insurance Corporation (Fdic)
  Oklahoma City, OK
• 03/2023 → 05/2023
  Burrito Day (Restaurant)
  Searcy, AR
• 10/2022 → 03/2024
  Starbucks
  Searcy, AR
• 05/2022 → 08/2022
  Golf Usa
  Oklahoma City, OK
• 09/2020 → 04/2022
  Searcy Country Club
  Searcy, AR
• 12/2020 → 09/2021
  Lowe's
  Oklahoma City, OK
• 01/2019 → 08/2022
  River Oaks Golf Club
  Edmond, OK
• 04/2018 → 08/2018
  Chick-Fil-A
  Edmond, OK
• 06/2013 → 03/2018
  Unemployed
  Oklahoma City, OK
• 08/2016 → 05/2020
  Edmond Memorial High School
  Edmond, OK
• 08/2018 → 01/2019
  Unemployed
  Oklahoma City, OK

Exams

• S66 Uniform Combined State Law Examination
  2025-02-14