William N Hall
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to now
- Shaws New EnglandOct 2021 to Jul 2023
- Babson CollegeAug 2021 to May 2024
- Sluggers AcademyDec 2019 to Jul 2021
- Moors & Cabot IncOct 2019 to Nov 2024
- Event TempsMay 2019 to Sep 2019
- Seacoast UnitedOct 2018 to Jul 2019
- Jobease incSep 2018 to May 2019
- Hifibio incJun 2018 to Aug 2018
- Northwestern MutualJan 2018 to May 2018
- Primus MgmtJun 2017 to Aug 2017
- Saint Anselm College.Jan 2016 to Jun 2018
- St Ansela CollegeJan 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CT).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6897591
- Firm CRD
- 7691