Paul J Wilders

CRD 3094120 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Clifton Park, NY

IA RegisteredBroker

Also appears in the source record as: Paul Jason Wilders

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (10): Series 99TOSeries 52TOSIESeries 7Series 6Series 53Series 27Series 24Series 65Series 63
Registered states (39): Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kentucky · Maine · Maryland · Massachusetts · Michigan · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin
Years in the industry (source record): 28
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 (9)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Clifton Park, NY · IA capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Clifton Park, NY · BC capacity

start not retrieved → present
Mercer Allied Company, L.P.
Cohoes, NY · BC capacity

Aug 18, 2014 → Jun 8, 2022
Goldman, Sachs & Co.
New York, NY · BC capacity

Jul 20, 2006 → Aug 21, 2014
Balance Sheet Solutions LLC
Albany, NY · BC capacity

Jul 3, 2006 → Jul 20, 2006
Cu Investment Solutions, Inc.
Albany, NY · BC capacity

Nov 30, 2005 → Jun 30, 2006
Membertrade Financial Group, LLC
Albany, NY · BC capacity

Oct 22, 1999 → Nov 30, 2005
The Equitable Life Assurance Society Of The United States
New York, NY · BC capacity

Aug 4, 1998 → Oct 13, 1999
Axa Advisors, LLC
New York, NY · BC capacity

Aug 4, 1998 → Oct 13, 1999

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.

SEC IAPD record for CRD 3094120 ↗ FINRA BrokerCheck record for CRD 3094120 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.