William Andrew Edelmann
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.AJun 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to now
- UnemployedNov 2023 to Apr 2024
- Ping IdentityJan 2022 to Nov 2023
- UnemployedAug 2021 to Jan 2022
- Studio LJul 2021 to Jul 2021
- UnemployedSep 2020 to Jul 2021
- Veritas Real EstateJun 2020 to Aug 2020
- UnemployedSep 2018 to Jun 2020
- Merrill LynchJun 2018 to Aug 2018
- UnemployedSep 2017 to May 2018
- C2 Investments Inc.Jun 2017 to Aug 2017
- UnemployedJan 2017 to May 2017
- Anthonys Pizza and PastaApr 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6964722
- Firm CRD
- 7691