Joseph Donald Wilson

$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:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2018-07-30
DC	RA	APPROVED	2003-09-09
MD	RA	APPROVED	1995-01-17

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Greenbelt	MD	01/1991	Present
Bank Of America, Na	Ocean City	MD	11/2009	Present

01/1991 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Greenbelt, MD
11/2009 → Present

Bank Of America, Na

Ocean City, MD

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-12-20
S63	Uniform Securities Agent State Law Examination	1987-06-26

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