Wade Wilson: Merrill Advisor Faces Suitability Complaint

Upper Saint Clair, Pennsylvania financial advisor Wade Wilson (CRD# 3001900) allegedly misrepresented an investment, according to a recent investor complaint. Financial Industry Regulatory Authority records show that he is registered as a broker and an investment advisor with Merrill Lynch.

Mr. Wilson’s BrokerCheck report discloses one investor complaint. Filed in March 2025, it alleges that he made misrepresentations regarding a variable annuity investment between November 2024 and February 2025. The pending complaint alleges unspecified damages.

Merrill Lynch’s website describes Mr. Wilson as a member of The FWP Group, a practice within the firm. “The FWP Group’s mission is to empower our clients to navigate their financial journey with confidence and integrity,” the website explains. “By actively listening to our clients’ aspirations, values, and concerns, we tailor our financial advisory services to align with their unique visions for the future. Through holistic strategic planning, we help clients navigate the complexities of wealth accumulation, distribution, and legacy preservation, ensuring their financial decisions reflect their deepest aspirations and contribute to the fulfillment of their family’s long-term objectives.”

According to the Financial Industry Regulatory Authority, Wade Wilson holds 27 years of securities industry experience. Based in Upper Saint Clair, Pennsylvania, he has been registered as a broker and an investment advisor with Merrill Lynch since 1998 and 2000, respectively. His credentials include the passage of three securities industry qualifying exams: the Uniform Combined State Law Examination, or Series 66; the Securities Industry Essentials Examination, or SIE; and the General Securities Representative Examination, or Series 7. He holds 35 state licenses. (Information current as of April 21, 2025.)

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