Chad Wilcott
Chad Wilcott is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Kennewick, WA, with 20 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
8121 W Quinault Ave, Kennewick, WA, 99336
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2010Other Business Activities
Chad serves as a Power of Attorney (POA) for their spouse, starting in April 2025. This fiduciary role requires minimal time annually.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Edward Jones
Edward JonesBroker
State Registrations27 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.