Cambridge Investment Research Advisors
43yrs
Top advisor by experience in Summerville
5yrs
Amanda Wise
Financial advisor at Merrill
Amanda Wise has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Summerville, South Carolina. Amanda joined Merrill in 2022, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 93 advisors with offices in Summerville, and one of 86 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office10090 Dorchester Rd, Summerville, SC 29485
FirmMerrill
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 ?1 state
Services through Merrill
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowMerrillCurrent firm
Contact Amanda
10090 Dorchester RdSummerville, SC 29485Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask Amanda
Tailored to Amanda’s registration and firm.
- 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 Amanda
How do I contact Amanda?
Call Merrill at (800) 637-7455 and ask for Amanda Wise. Amanda works from the Summerville, SC office.
How long has Amanda been a financial advisor?
Amanda has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Amanda hold?
Series 66. Tap any license on this page to see what it allows.
Is Amanda a fiduciary?
Amanda is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Amanda paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Amanda 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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