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Wilson Roldan

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Miami Beach, FL

Miami Beach, FL

Fort Lauderdale, FL

CRD 8245815

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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:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-06
FL RA APPROVED 2026-07-03
  • TX RA
    APPROVED
    Since 2026-08-06
  • FL RA
    APPROVED
    Since 2026-07-03

Branch Locations

7474 Collins Ave, Miami Beach, FL 33141 • United States

360 W 41St St, Miami Beach, FL 33140 • United States

401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated North Miami FL 06/2006 Present
Bank Of America, N.A. North Miami FL 04/2026 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-02
  • S66 Uniform Combined State Law Examination
    2026-07-02
Other Names
  • Wilson Egidio Roldan

View on SEC IAPD

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