William M Prest
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Bank of America, N.A.Sep 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2026 to now
- Truist Advisory Services, Inc.Mar 2026 to Jul 2026
- Truist Investment Services, Inc.Mar 2026 to Jul 2026
- Wealth Enhancement Advisory ServicesJan 2026 to Feb 2026
- Wealth Enhancement Brokerage ServicesJan 2026 to Feb 2026
- Wealth Enhancement GroupJan 2026 to Feb 2026
- Morgan StanleyNov 2024 to Dec 2025
- AlliancebernsteinMay 2020 to Nov 2024
- Green SquareJan 2020 to Jan 2020
- Verve Interiors LtdJul 2018 to Dec 2018
- University of South CarolinaAug 2016 to May 2020
- Christian Brothers High School & University of South CarolinaAug 2012 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7028194
- Firm CRD
- 7691