William Durkin
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
13 years in the industry.
- Charles Schwab & Co., Inc.Jun 2021 to now
- Charles Schwab Bank, SsbJun 2021 to now
- Bank of America, N.A.Nov 2018 to Jun 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Jun 2021
- UnemployedMay 2018 to Oct 2018
- Peapack Gladstone BankJun 2017 to Aug 2017
- Cornell UniversityAug 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7035526
- Firm CRD
- 5393