William Mcelroy
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2026 to now
- Wildridge SecuritiesFeb 2026 to Jul 2026
- Ojwb LLCJun 2025 to Jul 2026
- Columbia Business SchoolJan 2024 to May 2025
- UnemployedMar 2023 to Dec 2023
- Union GroupMar 2021 to Mar 2023
- Deutsche Bank Securities IncSep 2018 to Mar 2021
- Pwm Central Mgmt (affiliate of Dbsi)Jun 2016 to Sep 2018
- Colby CollegeSep 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7014139
- Firm CRD
- 7691