Richard Wilt
Richard Wilt is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Palm Beach, FL, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
249 Royal Palm Way, Palm Beach, FL, 33480
Get directionsHistory
Regulatory History (6)
Customer Dispute
August 2013Customer Dispute
July 2011Customer Dispute
March 2009Customer Dispute
September 2006Customer Dispute
December 1999Customer Dispute
June 1998Other Business Activities
Richard is a board member and co-chair of the Atlantic High School-Academy of Finance-Advisory Committee, starting in July 2024. He dedicates minimal time to this advisory role for a high school finance curriculum.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.