Alijah Wood

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

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 04/2023 → 04/2026
  Ad Wood Consulting Llc
  Dallas, TX
• 04/2023 → 01/2025
  World Financial Group
  Fort Worth, TX
• 02/2024 → 07/2024
  Chappell Digital Marketing
  Fort Worth, TX
• 05/2022 → 12/2023
  Texas Christian University
  Fort Worth, TX
• 08/2019 → 12/2023
  Texas Christian University
  Fort Worth, TX
• 05/2022 → 08/2022
  Texas Christian University
  Fort Worth, TX
• 07/2019 → 08/2019
  Kmg Prestige
  Holland, MI
• 09/2015 → 06/2019
  West Ottawa High School
  Holland, MI

Exams

• S66 Uniform Combined State Law Examination
  2026-07-16

Other Names

• Alijah David Wood