William Derkasch
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2021 to now
- Derkasch Dental Health Associates PaMay 2021 to Dec 2021
- UnemployedMay 2021 to Nov 2021
- Wiss & Company LLCFeb 2021 to May 2021
- UnemployedSep 2019 to Feb 2021
- Merrill LynchJun 2019 to Aug 2019
- University of DelawareAug 2018 to Jun 2019
- Northwestern MutualJun 2018 to Aug 2018
- University of DelawareAug 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 6942304
- Firm CRD
- 7691