Christopher Michael Wilkinson
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (7)
- Series 66Series 63Series 10Series 24SIESeries 7Series 6
- Registered states (3)
- District Of Columbia · Georgia · Virginia
- Years in the industry (source record)
- 32
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Firm CRD
- 7691
- SEC number
- 801-14235
- Assets under management
- $1.8T as of Jun 29, 2026
- Website
- www.merrilledge.com/GUIDED-INVESTING ↗
- Phone
- 800-637-7455
- Firm location
- New York, NY, 10036
Employment history (10)
From the source registration record · current first
-
Sep 23, 2016 → present
-
start not retrieved → present
-
Suntrust Advisory Services LLCIA capacitySep 12, 2016 → Sep 16, 2016
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Suntrust Investment Services, Inc.BD capacityJun 28, 2011 → Sep 12, 2016
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Suntrust Investment Services, Inc.IA capacityJun 28, 2011 → Sep 12, 2016
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Bb&t Investment Services, Inc.BD capacityMay 31, 2005 → Jun 14, 2011
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Bb&t Investment Services, Inc.IA capacityMay 31, 2005 → Jun 14, 2011
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Banc Of America Investment Services, Inc.IA capacityJan 2, 2003 → May 12, 2005
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Banc Of America Investment Services, Inc.BD capacityApr 10, 2001 → May 12, 2005
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First Union Brokerage Services, Inc.BD capacitySep 20, 1994 → Jan 11, 1995
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.