Nathaniel B Wojcik

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

• 08/2024 → 09/2025
  Unemployed
  Pawtucket, RI
• 06/2024 → 08/2024
  Richline Group, A Berkshire Hathaway Company
  New York, NY
• 12/2021 → 05/2024
  Wake Forest University, Residence Life And Housing
  Winston-Salem, NC
• 05/2022 → 08/2022
  Polo Ralph Lauren
  Wrentham, MA
• 06/2021 → 12/2021
  Unemployed
  Wrentham, MA
• 02/2020 → 06/2021
  Sketchers
  Wrentham, MA
• 03/2019 → 01/2021
  Mcdonald's
  Attleboro, MA
• 09/2015 → 02/2019
  Unemployed
  Pawtucket, RI
• 09/2025 → 11/2025
  Equitable Advisors, Llc
  New York, NY
• 01/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  East Providence, RI
• 08/2021 → 05/2025
  Wake Forest University
  Winston-Salem, NC
• 02/2026 → Present
  Bank Of America, N.A.
  East Providence, RI

Previous Registrations

• 2025-10-08 → 2025-12-08
  Equitable Advisors, Llc
  Wellesley, MA
  Pawtucket, RI
  Warwick, RI

Exams

• S66 Uniform Combined State Law Examination
  2025-08-08

Other Names

• Nathaniel Wojcik
• Nathaniel Bogdan Wojcik