William Holland
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
8 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
8 years in the industry.
- Bank of America, N.A.Nov 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to now
- TD Bank N.A.Feb 2022 to Oct 2022
- TD Private Client Wealth LLCFeb 2022 to Oct 2022
- Edward JonesFeb 2021 to Feb 2022
- Bank of America, N.A.Jun 2019 to Feb 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2019 to Feb 2021
- Lawson ProductsSep 2017 to Apr 2019
- Tate & Foss Sotheby's Int'l RealtyJan 2017 to Apr 2019
- Keller Williams Coastal RealtyJun 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 7113287
- Firm CRD
- 7691