Merrill Lynch, Pierce, Fenner & Smith
44yrs
Top advisor by experience in Wayne
35yrs
Wade Wolfe
Full name on record: Wade Mitchell Wolfe
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Wade Wolfe is a fiduciary financial advisor in Wayne, New Jersey, with 35 years in the industry. Wade joined Merrill Lynch, Pierce, Fenner & Smith in 2014, after five years at Morgan Stanley and a year at Morgan Stanley &. Merrill Lynch, Pierce, Fenner & Smith offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 116 advisors with offices in Wayne, and one of 103 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience at Merrill Lynch, Pierce, Fenner & Smith
Office1700 State Route 23, Wayne, NJ 07470
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – now
- 2009 – 2014Morgan StanleyPreviously
- Feb 2008 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 2002 – 2008UBS Financial Services Inc.Previously
Questions to ask Wade
Tailored to Wade’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Wade
How do I contact Wade?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Wade Wolfe. Wade works from the Wayne, NJ office.
How long has Wade been a financial advisor?
Wade has been in the industry since 1991, about 35 years. Top 8% by experience at Merrill Lynch, Pierce, Fenner & Smith.
What licenses does Wade hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Wade a fiduciary?
Wade is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wade paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Wade for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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